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Baker Avenue Asset Management’s Stepan Co SCL Stock Holding History

Baker Avenue Asset 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
2023
Q4 		– Sell
-39
Closed -$2.92K – 1284
2023
Q3 		$2.92K Sell
39
-5
-11% -$437 ﹤0.01% 1058
2023
Q2 		$4.21K Sell
44
-6
-12% -$570 ﹤0.01% 883
2023
Q1 		$5.15K Hold
50
– – ﹤0.01% 866
2022
Q4 		$5.32K Buy
+50
New +$5.24K ﹤0.01% 812

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

Baker Avenue Asset Management's SCL Position: Q4 2023 in Review

Baker Avenue Asset Management sold out of Stepan Co (SCL) in Q4 2023, closing a stake of 39 shares — an estimated $2.92K sold.

Baker Avenue Asset Management first reported a position in SCL in Q4 2022 and held it in 4 quarters. The position peaked at $5.32K in Q4 2022. 195 funds tracked by Wall St. Rank hold SCL as of Q4 2023.

  • Baker Avenue Asset Management reported no remaining Stepan Co position as of Q4 2023 after selling out during the quarter.
  • Baker Avenue Asset Management sold 39 Stepan Co shares in Q4 2023, an estimated $2.92K.
  • Baker Avenue Asset Management first reported a position in Stepan Co in Q4 2022 and held it in 4 quarters.
  • Baker Avenue Asset Management's Stepan Co position peaked at $5.32K in Q4 2022.
  • 195 funds tracked by Wall St. Rank held Stepan Co as of Q4 2023.

Based on Baker Avenue Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.