United Capital Financial Advisors’s Stepan Co SCL Stock Holding History

United Capital Financial Advisors’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 Q2	–	Sell	-2,502	Closed	-$221K	–	1250
2020 Q1	$221K	Buy	+2,502	New	+$239K	﹤0.01%	1045
2019 Q3	–	Sell	-2,325	Closed	-$214K	–	1455
2019 Q2	$214K	Buy	2,325 +25	+1%	+$2.23K	﹤0.01%	1348
2019 Q1	$201K	Buy	+2,300	New	+$200K	﹤0.01%	1272
2018 Q4	–	Sell	-2,508	Closed	-$218K	–	1359
2018 Q3	$218K	Buy	+2,508	New	+$216K	﹤0.01%	1228
2018 Q2	–	Sell	-2,510	Closed	-$209K	–	1356
2018 Q1	$209K	Buy	+2,510	New	+$199K	﹤0.01%	1219
2017 Q3	–	Sell	-2,302	Closed	-$201K	–	1338
2017 Q2	$201K	Buy	+2,302	New	+$194K	﹤0.01%	1208
2017 Q1	–	Sell	-2,802	Closed	-$228K	–	1282
2016 Q4	$228K	Hold	2,802	–	–	﹤0.01%	1129
2016 Q3	$204K	Buy	+2,802	New	+$188K	﹤0.01%	1183

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

United Capital Financial Advisors's SCL Position: Q2 2020 in Review

United Capital Financial Advisors sold out of Stepan Co (SCL) in Q2 2020, closing a stake of 2,502 shares — an estimated $221K sold.

United Capital Financial Advisors first reported a position in SCL in Q3 2016 and held it in 8 quarters. The position peaked at $228K in Q4 2016. 200 funds tracked by Wall St. Rank hold SCL as of Q2 2020.

United Capital Financial Advisors reported no remaining Stepan Co position as of Q2 2020 after selling out during the quarter.
United Capital Financial Advisors sold 2,502 Stepan Co shares in Q2 2020, an estimated $221K.
United Capital Financial Advisors first reported a position in Stepan Co in Q3 2016 and held it in 8 quarters.
United Capital Financial Advisors's Stepan Co position peaked at $228K in Q4 2016.
200 funds tracked by Wall St. Rank held Stepan Co as of Q2 2020.

Based on United Capital Financial Advisors's 13F filing for Q2 2020, filed 13 Aug 2020.