Current Value of Holding

$9.09 Million

Shares

169 Thousand

% of Portfolio

0.09%

Average Buy Price

$85.4

Avg closing price
Price range

25 Joel Greenblatt Stepan Trades

Joel Greenblatt's position in Stepan is currently worth $9.09 Million. That's 0.09% of their equity portfolio (309th largest holding). The first Stepan trade was made in Q2 2012. Since then Joel Greenblatt bought shares fourteen more times and sold shares on ten occasions. The investor's estimated purchase price is $14.4 Million, resulting in a loss of 37%.

Avg closing price
Price range
Sold 0.9% shares (-1.56 Thousand shares) Q4 2024
Avg closing price $73.85
Price range $64.61 - $81.08
Increased shares by 0.8% (+1.38 Thousand shares) Q3 2024
Avg closing price $79.30
Price range $70.64 - $93.07
New holding (+169 Thousand shares) Q2 2024
Avg closing price $85.42
Price range $81.61 - $89.35
Sold -4.48 Thousand shares Q3 2020
Avg closing price $109.42
Price range $91.98 - $117.76
New holding (+4.48 Thousand shares) Q2 2020
Avg closing price $94.01
Price range $83.53 - $102.46
Sold -25.5 Thousand shares Q2 2018
Avg closing price $76.34
Price range $68.42 - $89.25
Increased shares by 243.7% (+18.1 Thousand shares) Q1 2018
Avg closing price $79.22
Price range $69.52 - $86.64
New holding (+7.43 Thousand shares) Q4 2017
Avg closing price $82.11
Price range $77.85 - $88.51
Sold -5.12 Thousand shares Q2 2017
Avg closing price $84.09
Price range $75.40 - $90.21
New holding (+5.12 Thousand shares) Q1 2017
Avg closing price $78.04
Price range $70.75 - $82.87
Sold -24 Thousand shares Q2 2016
Avg closing price $58.72
Price range $54.74 - $62.47
Increased shares by 312.6% (+18.2 Thousand shares) Q1 2016
Avg closing price $48.10
Price range $41.88 - $56.05
New holding (+5.81 Thousand shares) Q4 2015
Avg closing price $50.10
Price range $41.41 - $54.38
Sold -8.02 Thousand shares Q1 2015
Avg closing price $39.81
Price range $37.74 - $41.66
Sold 9.9% shares (-879 shares) Q4 2014
Avg closing price $42.48
Price range $37.02 - $46.66
Increased shares by 23.1% (+1.67 Thousand shares) Q3 2014
Avg closing price $48.96
Price range $44.38 - $53.91
Increased shares by 84.8% (+3.32 Thousand shares) Q2 2014
Avg closing price $56.15
Price range $51.17 - $66.47
New holding (+3.91 Thousand shares) Q1 2014
Avg closing price $62.71
Price range $59.49 - $65.14
Sold -9.79 Thousand shares Q4 2013
Avg closing price $61.02
Price range $56.37 - $66.85
Sold 24.5% shares (-3.18 Thousand shares) Q3 2013
Avg closing price $57.94
Price range $55.70 - $59.86

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