Brown Advisory

Brown Advisory’s Stepan Co SCL Stock Holding History

Brown Advisory’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	$210K	Buy	+4,195	New	+$225K	﹤0.01%	1319
2025 Q4	–	Sell	-4,195	Closed	-$200K	–	1442
2025 Q3	$200K	Hold	4,195	–	–	﹤0.01%	1334
2025 Q2	$229K	Hold	4,195	–	–	﹤0.01%	1258
2025 Q1	$231K	Hold	4,195	–	–	﹤0.01%	1218
2024 Q4	$271K	Hold	4,195	–	–	﹤0.01%	1187
2024 Q3	$324K	Hold	4,195	–	–	﹤0.01%	1086
2024 Q2	$352K	Hold	4,195	–	–	﹤0.01%	1028
2024 Q1	$378K	Hold	4,195	–	–	﹤0.01%	1010
2023 Q4	$397K	Hold	4,195	–	–	﹤0.01%	987
2023 Q3	$314K	Hold	4,195	–	–	﹤0.01%	1010
2023 Q2	$401K	Sell	4,195 -2,000	-32%	-$190K	﹤0.01%	954
2023 Q1	$638K	Hold	6,195	–	–	﹤0.01%	860
2022 Q4	$660K	Hold	6,195	–	–	﹤0.01%	841
2022 Q3	$580K	Hold	6,195	–	–	﹤0.01%	825
2022 Q2	$628K	Sell	6,195 -30	-0.5%	-$3.1K	﹤0.01%	798
2022 Q1	$615K	Buy	6,225 +6	+0.1%	+$649	﹤0.01%	811
2021 Q4	$773K	Hold	6,219	–	–	﹤0.01%	779
2021 Q3	$702K	Hold	6,219	–	–	﹤0.01%	771
2021 Q2	$748K	Hold	6,219	–	–	﹤0.01%	775
2021 Q1	$790K	Buy	+6,219	New	+$770K	﹤0.01%	752

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