Aquatic Capital Management’s Stepan Co SCL Stock Holding History

Aquatic Capital 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
2026 Q1	$879K	Buy	17,585 +11,584	+193%	+$620K	0.03%	593
2025 Q4	$284K	Buy	6,001 +1,963	+49%	+$89.9K	0.01%	904
2025 Q3	$193K	Sell	4,038 -7,387	-65%	-$383K	﹤0.01%	1097
2025 Q2	$624K	Buy	11,425 +6,793	+147%	+$359K	0.01%	759
2025 Q1	$255K	Buy	4,632 +2,417	+109%	+$148K	0.01%	898
2024 Q4	$143K	Sell	2,215 -485	-18%	-$35.9K	﹤0.01%	998
2024 Q3	$209K	Buy	+2,700	New	+$214K	0.01%	819
2024 Q2	–	Sell	-2,700	Closed	-$243K	–	1553
2024 Q1	$243K	Buy	+2,700	New	+$242K	0.01%	721
2023 Q4	–	Sell	-7,500	Closed	-$562K	–	1594
2023 Q3	$562K	Buy	7,500 +7,000	+1,400%	+$612K	0.02%	460
2023 Q2	$48K	Sell	500 -100	-17%	-$9.5K	﹤0.01%	999
2023 Q1	$62K	Hold	600	–	–	﹤0.01%	845
2022 Q4	$64K	Sell	600 -1,000	-63%	-$105K	﹤0.01%	961
2022 Q3	$150K	Buy	1,600 +1,400	+700%	+$146K	0.01%	674
2022 Q2	$20K	Buy	+200	New	+$20.7K	0.01%	844
2022 Q1	–	Sell	-100	Closed	-$12K	–	1471
2021 Q4	$12K	Buy	+100	New	+$12.1K	0.02%	755

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