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AdvisorShares Investments’s Stepan Co SCL Stock Holding History

AdvisorShares Investments’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
2023
Q4 		– Sell
-24,380
Closed -$1.83M – 311
2023
Q3 		$1.83M Buy
24,380
+1,408
+6% +$123K 0.49% 32
2023
Q2 		$2.2M Buy
22,972
+5,632
+32% +$535K 0.63% 30
2023
Q1 		$1.79M Buy
17,340
+5,280
+44% +$555K 0.56% 31
2022
Q4 		$1.28M Buy
12,060
+803
+7% +$84.2K 0.36% 34
2022
Q3 		$1.05M Hold
11,257
– – 0.28% 34
2022
Q2 		$1.14M Sell
11,257
-170
-1% -$17.6K 0.32% 29
2022
Q1 		$1.13M Buy
11,427
+965
+9% +$104K 0.19% 47
2021
Q4 		$1.3M Buy
10,462
+1,458
+16% +$176K 0.16% 74
2021
Q3 		$1.02M Hold
9,004
– – 0.16% 83
2021
Q2 		$1.08M Buy
9,004
+511
+6% +$66.9K 0.15% 86
2021
Q1 		$1.08M Buy
8,493
+509
+6% +$63.1K 0.13% 78
2020
Q4 		$953K Buy
7,984
+187
+2% +$22K 0.22% 69
2020
Q3 		$850 Sell
7,797
-371
-5% -$40.6K 0.04% 73
2020
Q2 		$793K Sell
8,168
-371
-4% -$34.9K 0.34% 75
2020
Q1 		$755K Buy
8,539
+371
+5% +$35.4K 0.66% 31
2019
Q4 		$837K Buy
+8,168
New +$796K 0.52% 25

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AdvisorShares Investments's SCL Position: Q4 2023 in Review

AdvisorShares Investments sold out of Stepan Co (SCL) in Q4 2023, closing a stake of 24,380 shares — an estimated $1.83M sold.

AdvisorShares Investments first reported a position in SCL in Q4 2019 and held it in 16 quarters. The position peaked at $2.2M in Q2 2023. 195 funds tracked by Wall St. Rank hold SCL as of Q4 2023.

  • AdvisorShares Investments reported no remaining Stepan Co position as of Q4 2023 after selling out during the quarter.
  • AdvisorShares Investments sold 24,380 Stepan Co shares in Q4 2023, an estimated $1.83M.
  • AdvisorShares Investments first reported a position in Stepan Co in Q4 2019 and held it in 16 quarters.
  • AdvisorShares Investments's Stepan Co position peaked at $2.2M in Q2 2023.
  • 195 funds tracked by Wall St. Rank held Stepan Co as of Q4 2023.

Based on AdvisorShares Investments's 13F filing for Q4 2023, filed 13 Feb 2024.