WIM

Wilen Investment Management’s Stepan Co SCL Stock Holding History

Wilen Investment Management’s Portfolio SCL Stock Details SCL Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$430K	Sell	4,623 -200	-4%	-$18.6K	0.44%	33
2022 Q2	$487K	Hold	4,823	–	–	0.42%	31
2022 Q1	$473K	Hold	4,823	–	–	0.36%	36
2021 Q4	$596K	Hold	4,823	–	–	0.46%	35
2021 Q3	$540K	Sell	4,823 -50	-1%	-$5.6K	0.44%	35
2021 Q2	$585K	Hold	4,873	–	–	0.5%	35
2021 Q1	$616K	Sell	4,873 -700	-13%	-$88.5K	0.55%	33
2020 Q4	$660K	Sell	5,573 -110	-2%	-$13K	0.67%	29
2020 Q3	$705K	Sell	5,683 -1,009	-15%	-$125K	0.77%	29
2020 Q2	$646K	Sell	6,692 -556	-8%	-$53.7K	0.83%	25
2020 Q1	$638K	Sell	7,248 -1,341	-16%	-$118K	0.96%	24
2019 Q4	$876K	Sell	8,589 -280	-3%	-$28.6K	0.69%	30
2019 Q3	$856K	Hold	8,869	–	–	0.66%	30
2019 Q2	$807K	Sell	8,869 -200	-2%	-$18.2K	0.63%	32
2019 Q1	$789K	Hold	9,069	–	–	0.6%	33
2018 Q4	$667K	Hold	9,069	–	–	0.58%	32
2018 Q3	$784K	Hold	9,069	–	–	0.53%	34
2018 Q2	$803K	Hold	9,069	–	–	0.52%	35
2018 Q1	$748K	Hold	9,069	–	–	0.51%	35
2017 Q4	$712K	Sell	9,069 -800	-8%	-$62.8K	0.47%	37
2017 Q3	$819K	Hold	9,869	–	–	0.5%	34
2017 Q2	$854K	Sell	9,869 -644	-6%	-$55.7K	0.52%	35
2017 Q1	$820K	Sell	10,513 -300	-3%	-$23.4K	0.49%	37
2016 Q4	$876K	Sell	10,813 -100	-0.9%	-$8.1K	0.54%	32
2016 Q3	$786K	Sell	10,913 -600	-5%	-$43.2K	0.52%	37
2016 Q2	$679K	Hold	11,513	–	–	0.45%	38
2016 Q1	$633K	Hold	11,513	–	–	0.44%	39
2015 Q4	$564K	Hold	11,513	–	–	0.41%	39
2015 Q3	$472K	Hold	11,513	–	–	0.34%	44
2015 Q2	$616K	Hold	11,513	–	–	0.41%	41
2015 Q1	$472K	Hold	11,513	–	–	0.32%	45
2014 Q4	$455K	Sell	11,513 -100	-0.9%	-$3.95K	0.3%	46
2014 Q3	$511K	Hold	11,613	–	–	0.32%	45
2014 Q2	$604K	Sell	11,613 -667	-5%	-$34.7K	0.35%	46
2014 Q1	$786K	Hold	12,280	–	–	0.46%	42
2013 Q4	$798K	Hold	12,280	–	–	0.51%	36
2013 Q3	$700K	Sell	12,280 -100	-0.8%	-$5.7K	0.47%	40
2013 Q2	$681K	Buy	+12,380	New	+$681K	0.5%	38