Belpointe Asset Management’s Stepan Co SCL Stock Holding History

Belpointe 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 Q1	–	Sell	-30	Closed	-$3.19K	–	3838
2022 Q4	$3.19K	Buy	+30	New	+$3.15K	﹤0.01%	3091

Other funds holding SCL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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 New York $544B AUM 28.31% 1-Year Est. Return

Belpointe Asset Management's SCL Position: Q1 2023 in Review

Belpointe Asset Management sold out of Stepan Co (SCL) in Q1 2023, closing a stake of 30 shares — an estimated $3.19K sold.

Belpointe Asset Management first reported a position in SCL in Q4 2022 and held it in 1 quarter. The position peaked at $3.19K in Q4 2022. 206 funds tracked by Wall St. Rank hold SCL as of Q1 2023.

Belpointe Asset Management reported no remaining Stepan Co position as of Q1 2023 after selling out during the quarter.
Belpointe Asset Management sold 30 Stepan Co shares in Q1 2023, an estimated $3.19K.
Belpointe Asset Management first reported a position in Stepan Co in Q4 2022 and held it in 1 quarter.
Belpointe Asset Management's Stepan Co position peaked at $3.19K in Q4 2022.
206 funds tracked by Wall St. Rank held Stepan Co as of Q1 2023.

Based on Belpointe Asset Management's 13F filing for Q1 2023, filed 15 May 2023.