Baird Financial Group
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Baird Financial Group’s Stepan Co SCL Stock Holding History

Baird Financial Group’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
Q1 		– Sell
-22,825
Closed -$2.43M – 1750
2022
Q4 		$2.43M Buy
22,825
+1,690
+8% +$177K 0.01% 815
2022
Q3 		$1.98M Buy
21,135
+5,475
+35% +$570K 0.01% 838
2022
Q2 		$1.59M Buy
15,660
+5,594
+56% +$578K ﹤0.01% 931
2022
Q1 		$995K Buy
+10,066
New +$1.09M ﹤0.01% 1150

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
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Baird Financial Group's SCL Position: Q1 2023 in Review

Baird Financial Group sold out of Stepan Co (SCL) in Q1 2023, closing a stake of 22,825 shares — an estimated $2.43M sold.

Baird Financial Group first reported a position in SCL in Q1 2022 and held it in 4 quarters. The position peaked at $2.43M in Q4 2022. 206 funds tracked by Wall St. Rank hold SCL as of Q1 2023.

  • Baird Financial Group reported no remaining Stepan Co position as of Q1 2023 after selling out during the quarter.
  • Baird Financial Group sold 22,825 Stepan Co shares in Q1 2023, an estimated $2.43M.
  • Baird Financial Group first reported a position in Stepan Co in Q1 2022 and held it in 4 quarters.
  • Baird Financial Group's Stepan Co position peaked at $2.43M in Q4 2022.
  • 206 funds tracked by Wall St. Rank held Stepan Co as of Q1 2023.

Based on Baird Financial Group's 13F filing for Q1 2023, filed 15 May 2023.