Abound Wealth Management’s Stepan Co SCL Stock Holding History

Abound Wealth Management’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
2024 Q4	–	Sell	-3	Closed	-$232	–	1327
2024 Q3	$232	Sell	3 -1	-25%	-$79	﹤0.01%	1079
2024 Q2	$336	Hold	4	–	–	﹤0.01%	942
2024 Q1	$361	Hold	4	–	–	﹤0.01%	1043
2023 Q4	$379	Sell	4 -1	-20%	-$80	﹤0.01%	1049
2023 Q3	$375	Hold	5	–	–	﹤0.01%	916
2023 Q2	$478	Buy	+5	New	+$475	﹤0.01%	859

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Abound Wealth Management's SCL Position: Q4 2024 in Review

Abound Wealth Management sold out of Stepan Co (SCL) in Q4 2024, closing a stake of 3 shares — an estimated $232 sold.

Abound Wealth Management first reported a position in SCL in Q2 2023 and held it in 6 quarters. The position peaked at $478 in Q2 2023. 208 funds tracked by Wall St. Rank hold SCL as of Q4 2024.

Abound Wealth Management reported no remaining Stepan Co position as of Q4 2024 after selling out during the quarter.
Abound Wealth Management sold 3 Stepan Co shares in Q4 2024, an estimated $232.
Abound Wealth Management first reported a position in Stepan Co in Q2 2023 and held it in 6 quarters.
Abound Wealth Management's Stepan Co position peaked at $478 in Q2 2023.
208 funds tracked by Wall St. Rank held Stepan Co as of Q4 2024.

Based on Abound Wealth Management's 13F filing for Q4 2024, filed 13 Jan 2025.