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UBS’s Stepan Co SCL Stock Holding History

UBS’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
Q3 		$856K Buy
19,308
+432
+2% +$21.2K ﹤0.01% 3747
2014
Q2 		$998K Buy
18,876
+356
+2% +$20K ﹤0.01% 3548
2014
Q1 		$1.2M Buy
18,520
+536
+3% +$33.6K ﹤0.01% 3305
2013
Q4 		$1.18M Buy
17,984
+1,510
+9% +$92.1K ﹤0.01% 3355
2013
Q3 		$951K Buy
16,474
+1,889
+13% +$109K ﹤0.01% 3395
2013
Q2 		$811K Buy
+14,585
New +$824K ﹤0.01% 3569

Other funds holding SCL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
NC
Nicholas Company Milwaukee, Wisconsin $5.47B AUM 16.96% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

UBS's SCL Position: Q3 2014 in Review

UBS increased its Stepan Co (SCL) stake by 2.3% in Q3 2014, buying an estimated $21.2K and bringing the position to 19,308 shares worth $856K. The position accounts for ﹤0.01% of the portfolio, ranked #3747.

UBS first reported a position in SCL in Q2 2013 and has held it in 6 quarters since. The position peaked at $1.2M in Q1 2014. 149 funds tracked by Wall St. Rank hold SCL as of Q3 2014.

  • UBS held 19,308 shares of Stepan Co worth $856K as of Q3 2014.
  • UBS bought 432 Stepan Co shares in Q3 2014, an estimated $21.2K.
  • Stepan Co made up ﹤0.01% of UBS's portfolio in Q3 2014, its #3747 holding.
  • UBS first reported a position in Stepan Co in Q2 2013 and has held it in 6 quarters since.
  • UBS's Stepan Co position peaked at $1.2M in Q1 2014.
  • 149 funds tracked by Wall St. Rank held Stepan Co as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.