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USA Financial Formulas’s Stepan Co SCL Stock Holding History

USA Financial Formulas’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
-476
Closed -$57K – 418
2020
Q4 		$57K Buy
+476
New +$56K 0.05% 172
2017
Q1 		– Sell
-2,973
Closed -$242K – 323
2016
Q4 		$242K Buy
+2,973
New +$229K 0.06% 227

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
Bank of New York Mellon
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

USA Financial Formulas's SCL Position: Q1 2021 in Review

USA Financial Formulas sold out of Stepan Co (SCL) in Q1 2021, closing a stake of 476 shares — an estimated $57K sold.

USA Financial Formulas first reported a position in SCL in Q4 2016 and held it in 2 quarters. The position peaked at $242K in Q4 2016. 215 funds tracked by Wall St. Rank hold SCL as of Q1 2021.

  • USA Financial Formulas reported no remaining Stepan Co position as of Q1 2021 after selling out during the quarter.
  • USA Financial Formulas sold 476 Stepan Co shares in Q1 2021, an estimated $57K.
  • USA Financial Formulas first reported a position in Stepan Co in Q4 2016 and held it in 2 quarters.
  • USA Financial Formulas's Stepan Co position peaked at $242K in Q4 2016.
  • 215 funds tracked by Wall St. Rank held Stepan Co as of Q1 2021.

Based on USA Financial Formulas's 13F filing for Q1 2021, filed 6 May 2021.