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Schwartz Investment Counsel’s Stepan Co SCL Stock Holding History

Schwartz Investment Counsel’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
2014
Q1 		– Sell
-80,000
Closed -$5.25M – 194
2013
Q4 		$5.25M Hold
80,000
– – 0.39% 85
2013
Q3 		$4.62M Hold
80,000
– – 0.39% 88
2013
Q2 		$4.45M Buy
+80,000
New +$4.52M 0.44% 82

Other funds holding SCL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
NC
Nicholas Company Milwaukee, Wisconsin $5.1B AUM 8.43% 1-Year Est. Return
TAM
Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 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

Schwartz Investment Counsel's SCL Position: Q1 2014 in Review

Schwartz Investment Counsel sold out of Stepan Co (SCL) in Q1 2014, closing a stake of 80,000 shares — an estimated $5.25M sold.

Schwartz Investment Counsel first reported a position in SCL in Q2 2013 and held it in 3 quarters. The position peaked at $5.25M in Q4 2013. 142 funds tracked by Wall St. Rank hold SCL as of Q1 2014.

  • Schwartz Investment Counsel reported no remaining Stepan Co position as of Q1 2014 after selling out during the quarter.
  • Schwartz Investment Counsel sold 80,000 Stepan Co shares in Q1 2014, an estimated $5.25M.
  • Schwartz Investment Counsel first reported a position in Stepan Co in Q2 2013 and held it in 3 quarters.
  • Schwartz Investment Counsel's Stepan Co position peaked at $5.25M in Q4 2013.
  • 142 funds tracked by Wall St. Rank held Stepan Co as of Q1 2014.

Based on Schwartz Investment Counsel's 13F filing for Q1 2014, filed 8 May 2014.