TS Financial Group (TSFG)’s Stepan Co SCL Stock Holding History

TS Financial Group (TSFG)’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
2021 Q1	–	Sell	-23	Closed	-$3K	–	881
2020 Q4	$3K	Buy	+23	New	+$2.71K	﹤0.01%	689

Other funds holding SCL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TS Financial Group (TSFG)'s SCL Position: Q1 2021 in Review

TS Financial Group (TSFG) sold out of Stepan Co (SCL) in Q1 2021, closing a stake of 23 shares — an estimated $3K sold.

TS Financial Group (TSFG) first reported a position in SCL in Q4 2020 and held it in 1 quarter. The position peaked at $3K in Q4 2020. 215 funds tracked by Wall St. Rank hold SCL as of Q1 2021.

TS Financial Group (TSFG) reported no remaining Stepan Co position as of Q1 2021 after selling out during the quarter.
TS Financial Group (TSFG) sold 23 Stepan Co shares in Q1 2021, an estimated $3K.
TS Financial Group (TSFG) first reported a position in Stepan Co in Q4 2020 and held it in 1 quarter.
TS Financial Group (TSFG)'s Stepan Co position peaked at $3K in Q4 2020.
215 funds tracked by Wall St. Rank held Stepan Co as of Q1 2021.

Based on TS Financial Group (TSFG)'s 13F filing for Q1 2021, filed 14 Apr 2021.