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Summit Global Investments’s Stepan Co SCL Stock Holding History

Summit Global Investments’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
2023
Q2 		– Sell
-7,100
Closed -$732K – 607
2023
Q1 		$732K Buy
+7,100
New +$746K 0.06% 293
2017
Q4 		– Sell
-6,100
Closed -$510K – 278
2017
Q3 		$510K Buy
6,100
+400
+7% +$32.9K 0.08% 184
2017
Q2 		$497K Sell
5,700
-1,000
-15% -$84.1K 0.15% 172
2017
Q1 		$528K Hold
6,700
– – 0.17% 107
2016
Q4 		$546K Buy
+6,700
New +$517K 0.2% 93

Other funds holding SCL

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $94.2B AUM 21.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return

Summit Global Investments's SCL Position: Q2 2023 in Review

Summit Global Investments sold out of Stepan Co (SCL) in Q2 2023, closing a stake of 7,100 shares — an estimated $732K sold.

Summit Global Investments first reported a position in SCL in Q4 2016 and held it in 5 quarters. The position peaked at $732K in Q1 2023. 195 funds tracked by Wall St. Rank hold SCL as of Q2 2023.

  • Summit Global Investments reported no remaining Stepan Co position as of Q2 2023 after selling out during the quarter.
  • Summit Global Investments sold 7,100 Stepan Co shares in Q2 2023, an estimated $732K.
  • Summit Global Investments first reported a position in Stepan Co in Q4 2016 and held it in 5 quarters.
  • Summit Global Investments's Stepan Co position peaked at $732K in Q1 2023.
  • 195 funds tracked by Wall St. Rank held Stepan Co as of Q2 2023.

Based on Summit Global Investments's 13F filing for Q2 2023, filed 19 Jul 2023.