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Sowell Financial Services’s Stepan Co SCL Stock Holding History

Sowell Financial Services’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
2020
Q3 		– Sell
-23
Closed -$2K – 2684
2020
Q2 		$2K Hold
23
– – ﹤0.01% 2199
2020
Q1 		$2K Hold
23
– – ﹤0.01% 2113
2019
Q4 		$2K Hold
23
– – ﹤0.01% 2230
2019
Q3 		$2K Buy
+23
New +$2.18K ﹤0.01% 2123

Other funds holding SCL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Sowell Financial Services's SCL Position: Q3 2020 in Review

Sowell Financial Services sold out of Stepan Co (SCL) in Q3 2020, closing a stake of 23 shares — an estimated $2K sold.

Sowell Financial Services first reported a position in SCL in Q3 2019 and held it in 4 quarters. The position peaked at $2K in Q2 2020. 207 funds tracked by Wall St. Rank hold SCL as of Q3 2020.

  • Sowell Financial Services reported no remaining Stepan Co position as of Q3 2020 after selling out during the quarter.
  • Sowell Financial Services sold 23 Stepan Co shares in Q3 2020, an estimated $2K.
  • Sowell Financial Services first reported a position in Stepan Co in Q3 2019 and held it in 4 quarters.
  • Sowell Financial Services's Stepan Co position peaked at $2K in Q2 2020.
  • 207 funds tracked by Wall St. Rank held Stepan Co as of Q3 2020.

Based on Sowell Financial Services's 13F filing for Q3 2020, filed 12 Nov 2020.