Advisory Services Network’s Stepan Co SCL Stock Holding History

Advisory Services Network’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 Q1	$1.5K	Buy	+30	New	+$1.61K	﹤0.01%	4214
2021 Q3	–	Sell	-16	Closed	-$2K	–	2912
2021 Q2	$2K	Buy	+16	New	+$2.1K	﹤0.01%	3355
2021 Q1	–	Sell	-16	Closed	-$2K	–	2853
2020 Q4	$2K	Hold	16	–	–	﹤0.01%	3041
2020 Q3	$2K	Buy	+16	New	+$1.75K	﹤0.01%	3181
2020 Q2	–	Sell	-191	Closed	-$17K	–	2464
2020 Q1	$17K	Buy	191 +175	+1,094%	+$16.7K	﹤0.01%	1962
2019 Q4	$2K	Buy	16 +1	+7%	+$97	﹤0.01%	2863
2019 Q3	$1K	Hold	15	–	–	﹤0.01%	2739
2019 Q2	$1K	Hold	15	–	–	﹤0.01%	2737
2019 Q1	$1K	Hold	15	–	–	﹤0.01%	2455
2018 Q4	$1K	Hold	15	–	–	﹤0.01%	2451
2018 Q3	$1K	Sell	15 -21	-58%	-$1.81K	﹤0.01%	2426
2018 Q2	$3K	Buy	36 +21	+140%	+$1.6K	﹤0.01%	2201
2018 Q1	$1K	Hold	15	–	–	﹤0.01%	2505
2017 Q4	$1K	Hold	15	–	–	﹤0.01%	2472
2017 Q3	$1K	Hold	15	–	–	﹤0.01%	2289
2017 Q2	$1K	Hold	15	–	–	﹤0.01%	2233
2017 Q1	$1K	Buy	+15	New	+$1.17K	﹤0.01%	2113
2016 Q3	$1K	Buy	+15	New	+$1.01K	﹤0.01%	1914

Other funds holding SCL

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return