1620 Investment Advisors’s Stepan Co SCL Stock Holding History

1620 Investment 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
2026 Q2	$42.8K	Buy	768 +214	+39%	+$11.1K	0.03%	339
2026 Q1	$27.7K	Sell	554 -16	-3%	-$857	0.02%	364
2025 Q4	$27K	Buy	570 +265	+87%	+$12.1K	0.02%	362
2025 Q3	$14.5K	Hold	305	–	–	0.01%	416
2025 Q2	$16.6K	Hold	305	–	–	0.01%	416
2025 Q1	$16.8K	Buy	305 +19	+7%	+$1.16K	0.01%	400
2024 Q4	$18.5K	Sell	286 -1,141	-80%	-$84.5K	0.01%	398
2024 Q3	$110K	Sell	1,427 -41	-3%	-$3.25K	0.08%	211
2024 Q2	$123K	Buy	+1,468	New	+$125K	0.09%	195
2022 Q2	–	Sell	-1,733	Closed	-$215K	–	141
2022 Q1	$215K	Hold	1,733	–	–	0.23%	114
2021 Q4	$215K	Buy	+1,733	New	+$209K	0.24%	110

Other funds holding SCL

O'Keefe Stevens Advisory Rochester, New York $488M AUM 56.91% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return