Burney Company’s Stepan Co SCL Stock Holding History

Burney Company’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
2025 Q3	–	Sell	-3,858	Closed	-$211K	–	605
2025 Q2	$211K	Sell	3,858 -815	-17%	-$43K	0.01%	552
2025 Q1	$257K	Hold	4,673	–	–	0.01%	526
2024 Q4	$302K	Sell	4,673 -30	-0.6%	-$2.22K	0.01%	500
2024 Q3	$363K	Sell	4,703 -99	-2%	-$7.85K	0.01%	487
2024 Q2	$403K	Hold	4,802	–	–	0.02%	459
2024 Q1	$432K	Hold	4,802	–	–	0.02%	463
2023 Q4	$454K	Hold	4,802	–	–	0.02%	432
2023 Q3	$360K	Buy	4,802 +230	+5%	+$20.1K	0.02%	450
2023 Q2	$437K	Sell	4,572 -313	-6%	-$29.7K	0.02%	428
2023 Q1	$503K	Sell	4,885 -307	-6%	-$32.2K	0.02%	406
2022 Q4	$553K	Sell	5,192 -430	-8%	-$45.1K	0.03%	380
2022 Q3	$527K	Sell	5,622 -116	-2%	-$12.1K	0.03%	403
2022 Q2	$582K	Hold	5,738	–	–	0.03%	389
2022 Q1	$567K	Hold	5,738	–	–	0.03%	408
2021 Q4	$713K	Sell	5,738 -116	-2%	-$14K	0.03%	380
2021 Q3	$661K	Hold	5,854	–	–	0.03%	377
2021 Q2	$704K	Sell	5,854 -248	-4%	-$32.5K	0.03%	378
2021 Q1	$776K	Hold	6,102	–	–	0.04%	344
2020 Q4	$728K	Sell	6,102 -392	-6%	-$46.1K	0.04%	321
2020 Q3	$708K	Sell	6,494 -50	-0.8%	-$5.47K	0.04%	316
2020 Q2	$635K	Hold	6,544	–	–	0.04%	319
2020 Q1	$579K	Hold	6,544	–	–	0.04%	286
2019 Q4	$670K	Hold	6,544	–	–	0.04%	306
2019 Q3	$635K	Hold	6,544	–	–	0.04%	305
2019 Q2	$601K	Sell	6,544 -40	-0.6%	-$3.57K	0.04%	312
2019 Q1	$576K	Sell	6,584 -170	-3%	-$14.7K	0.04%	305
2018 Q4	$500K	Buy	6,754 +600	+10%	+$48.8K	0.04%	308
2018 Q3	$535K	Sell	6,154 -1,000	-14%	-$86.1K	0.03%	318
2018 Q2	$558K	Buy	7,154 +600	+9%	+$45.8K	0.03%	305
2018 Q1	$545K	Sell	6,554 -650	-9%	-$51.5K	0.03%	286
2017 Q4	$569K	Buy	7,204 +445	+7%	+$36.5K	0.03%	282
2017 Q3	$568K	Hold	6,759	–	–	0.04%	271
2017 Q2	$581K	Hold	6,759	–	–	0.04%	263
2017 Q1	$533K	Sell	6,759 -100	-1%	-$7.8K	0.04%	262
2016 Q4	$559K	Hold	6,859	–	–	0.04%	258
2016 Q3	$502K	Hold	6,859	–	–	0.04%	258
2016 Q2	$408K	Buy	6,859 +392	+6%	+$23K	0.03%	286
2016 Q1	$358K	Sell	6,467 -350	-5%	-$16.8K	0.03%	303
2015 Q4	$344K	Sell	6,817 -53	-0.8%	-$2.65K	0.03%	290
2015 Q3	$286K	Hold	6,870	–	–	0.02%	307
2015 Q2	$372K	Sell	6,870 -162	-2%	-$7.99K	0.03%	306
2015 Q1	$293K	Sell	7,032 -670	-9%	-$26.7K	0.02%	343
2014 Q4	$309K	Sell	7,702 -36	-0.5%	-$1.53K	0.02%	319
2014 Q3	$343K	Hold	7,738	–	–	0.03%	313
2014 Q2	$409K	Sell	7,738 -30	-0.4%	-$1.68K	0.04%	302
2014 Q1	$502K	Buy	7,768 +130	+2%	+$8.15K	0.05%	263
2013 Q4	$501K	Sell	7,638 -66	-0.9%	-$4.03K	0.05%	276
2013 Q3	$445K	Hold	7,704	–	–	0.05%	284
2013 Q2	$428K	Buy	+7,704	New	+$435K	0.05%	277

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

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Burney Company's SCL Position: Q3 2025 in Review

Burney Company sold out of Stepan Co (SCL) in Q3 2025, closing a stake of 3,858 shares — an estimated $211K sold.

Burney Company first reported a position in SCL in Q2 2013 and held it in 49 quarters. The position peaked at $776K in Q1 2021. 204 funds tracked by Wall St. Rank hold SCL as of Q3 2025.

Burney Company reported no remaining Stepan Co position as of Q3 2025 after selling out during the quarter.
Burney Company sold 3,858 Stepan Co shares in Q3 2025, an estimated $211K.
Burney Company first reported a position in Stepan Co in Q2 2013 and held it in 49 quarters.
Burney Company's Stepan Co position peaked at $776K in Q1 2021.
204 funds tracked by Wall St. Rank held Stepan Co as of Q3 2025.

Based on Burney Company's 13F filing for Q3 2025, filed 16 Oct 2025.