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Systematic Financial Management’s Stepan Co SCL Stock Holding History

Systematic Financial Management’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
2019
Q4 		– Sell
-5,910
Closed -$574K – 564
2019
Q3 		$574K Buy
+5,910
New +$561K 0.03% 259
2019
Q1 		– Sell
-16,260
Closed -$1.2M – 667
2018
Q4 		$1.2M Sell
16,260
-795
-5% -$64.7K 0.04% 312
2018
Q3 		$1.48M Sell
17,055
-2,185
-11% -$188K 0.04% 337
2018
Q2 		$1.5M Buy
19,240
+2,125
+12% +$162K 0.04% 327
2018
Q1 		$1.42M Sell
17,115
-700
-4% -$55.5K 0.03% 368
2017
Q4 		$1.41M Sell
17,815
-1,910
-10% -$157K 0.03% 443
2017
Q3 		$1.65M Buy
+19,725
New +$1.62M 0.03% 333
2017
Q2 		– Sell
-21,525
Closed -$1.7M – 681
2017
Q1 		$1.7M Sell
21,525
-2,003
-9% -$156K 0.03% 441
2016
Q4 		$1.92M Sell
23,528
-1,245
-5% -$96.1K 0.03% 368
2016
Q3 		$1.8M Sell
24,773
-5,810
-19% -$390K 0.03% 386
2016
Q2 		$1.82M Buy
30,583
+2,645
+9% +$155K 0.02% 378
2016
Q1 		$1.54M Sell
27,938
-10,065
-26% -$484K 0.02% 468
2015
Q4 		$1.89M Sell
38,003
-13,895
-27% -$696K 0.02% 334
2015
Q3 		$2.16M Buy
51,898
+5,370
+12% +$250K 0.02% 399
2015
Q2 		$2.52M Sell
46,528
-8,417
-15% -$415K 0.02% 429
2015
Q1 		$2.29M Buy
54,945
+780
+1% +$31.1K 0.02% 531
2014
Q4 		$2.17M Buy
54,165
+4,940
+10% +$210K 0.02% 548
2014
Q3 		$2.18M Buy
49,225
+16,400
+50% +$803K 0.02% 500
2014
Q2 		$1.74M Buy
+32,825
New +$1.84M 0.01% 621

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Systematic Financial Management's SCL Position: Q4 2019 in Review

Systematic Financial Management sold out of Stepan Co (SCL) in Q4 2019, closing a stake of 5,910 shares — an estimated $574K sold.

Systematic Financial Management first reported a position in SCL in Q2 2014 and held it in 19 quarters. The position peaked at $2.52M in Q2 2015. 194 funds tracked by Wall St. Rank hold SCL as of Q4 2019.

  • Systematic Financial Management reported no remaining Stepan Co position as of Q4 2019 after selling out during the quarter.
  • Systematic Financial Management sold 5,910 Stepan Co shares in Q4 2019, an estimated $574K.
  • Systematic Financial Management first reported a position in Stepan Co in Q2 2014 and held it in 19 quarters.
  • Systematic Financial Management's Stepan Co position peaked at $2.52M in Q2 2015.
  • 194 funds tracked by Wall St. Rank held Stepan Co as of Q4 2019.

Based on Systematic Financial Management's 13F filing for Q4 2019, filed 14 Feb 2020.