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Capital Performance Advisors’s Stepan Co SCL Stock Holding History

Capital Performance Advisors’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
-16
Closed -$1.24K – 2215
2024
Q3 		$1.24K Buy
+16
New +$1.27K ﹤0.01% 1804

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

Capital Performance Advisors's SCL Position: Q4 2024 in Review

Capital Performance Advisors sold out of Stepan Co (SCL) in Q4 2024, closing a stake of 16 shares — an estimated $1.24K sold.

Capital Performance Advisors first reported a position in SCL in Q3 2024 and held it in 1 quarter. The position peaked at $1.24K in Q3 2024. 208 funds tracked by Wall St. Rank hold SCL as of Q4 2024.

  • Capital Performance Advisors reported no remaining Stepan Co position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 16 Stepan Co shares in Q4 2024, an estimated $1.24K.
  • Capital Performance Advisors first reported a position in Stepan Co in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Stepan Co position peaked at $1.24K in Q3 2024.
  • 208 funds tracked by Wall St. Rank held Stepan Co as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.