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Blue Trust Inc’s Stepan Co SCL Stock Holding History

Blue Trust Inc’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
2024
Q4 		– Sell
-100
Closed -$8.4K – 2900
2024
Q3 		$8.4K Buy
100
+50
+100% +$3.96K ﹤0.01% 2250
2024
Q2 		$4.5K Buy
+50
New +$4.27K ﹤0.01% 2228
2024
Q1 		– Sell
-580
Closed -$44K – 2642
2023
Q4 		$44K Buy
+580
New +$46.3K ﹤0.01% 990
2023
Q3 		– Sell
-30
Closed -$3K – 2260
2023
Q2 		$3K Sell
30
-121
-80% -$11.5K ﹤0.01% 1679
2023
Q1 		$16K Buy
151
+47
+45% +$4.94K ﹤0.01% 1458
2022
Q4 		$10K Buy
104
+58
+126% +$6.08K ﹤0.01% 1539
2022
Q3 		$5K Buy
46
+23
+100% +$2.39K ﹤0.01% 1581
2022
Q2 		$2K Buy
+23
New +$2.38K ﹤0.01% 1697

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Blue Trust Inc's SCL Position: Q4 2024 in Review

Blue Trust Inc sold out of Stepan Co (SCL) in Q4 2024, closing a stake of 100 shares — an estimated $8.4K sold.

Blue Trust Inc first reported a position in SCL in Q2 2022 and held it in 8 quarters. The position peaked at $44K in Q4 2023. 208 funds tracked by Wall St. Rank hold SCL as of Q4 2024.

  • Blue Trust Inc reported no remaining Stepan Co position as of Q4 2024 after selling out during the quarter.
  • Blue Trust Inc sold 100 Stepan Co shares in Q4 2024, an estimated $8.4K.
  • Blue Trust Inc first reported a position in Stepan Co in Q2 2022 and held it in 8 quarters.
  • Blue Trust Inc's Stepan Co position peaked at $44K in Q4 2023.
  • 208 funds tracked by Wall St. Rank held Stepan Co as of Q4 2024.

Based on Blue Trust Inc's 13F filing for Q4 2024, filed 22 Jan 2025.