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Rothschild & Co Asset Management US’s Stepan Co SCL Stock Holding History

Rothschild & Co Asset Management US’s Portfolio SCL Stock Details SCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-66,174
Closed -$3.82M – 378
2013
Q3 		$3.82M Sell
66,174
-53,925
-45% -$3.12M 0.08% 294
2013
Q2 		$6.68M Buy
+120,099
New +$6.78M 0.16% 217

Other funds holding SCL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
NC
Nicholas Company Milwaukee, Wisconsin $5.1B AUM 8.43% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
TAM
Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Rothschild & Co Asset Management US's SCL Position: Q4 2013 in Review

Rothschild & Co Asset Management US sold out of Stepan Co (SCL) in Q4 2013, closing a stake of 66,174 shares — an estimated $3.82M sold.

Rothschild & Co Asset Management US first reported a position in SCL in Q2 2013 and held it in 2 quarters. The position peaked at $6.68M in Q2 2013. 138 funds tracked by Wall St. Rank hold SCL as of Q4 2013.

  • Rothschild & Co Asset Management US reported no remaining Stepan Co position as of Q4 2013 after selling out during the quarter.
  • Rothschild & Co Asset Management US sold 66,174 Stepan Co shares in Q4 2013, an estimated $3.82M.
  • Rothschild & Co Asset Management US first reported a position in Stepan Co in Q2 2013 and held it in 2 quarters.
  • Rothschild & Co Asset Management US's Stepan Co position peaked at $6.68M in Q2 2013.
  • 138 funds tracked by Wall St. Rank held Stepan Co as of Q4 2013.

Based on Rothschild & Co Asset Management US's 13F filing for Q4 2013, filed 14 Feb 2014.