Cary Street Partners Investment Advisory’s Stepan Co SCL Stock Holding History

Cary Street Partners Investment 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
2023 Q4	–	Sell	-200	Closed	-$15K	–	1607
2023 Q3	$15K	Hold	200	–	–	﹤0.01%	1191
2023 Q2	$19.1K	Hold	200	–	–	﹤0.01%	1055
2023 Q1	$20.6K	Hold	200	–	–	﹤0.01%	962
2022 Q4	$21.3K	Buy	+200	New	+$21K	﹤0.01%	959
2020 Q4	–	Sell	-200	Closed	-$22K	–	771
2020 Q3	$22K	Buy	+200	New	+$21.9K	﹤0.01%	637

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 $103B AUM 28.65% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

WHG

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Cary Street Partners Investment Advisory's SCL Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of Stepan Co (SCL) in Q4 2023, closing a stake of 200 shares — an estimated $15K sold.

Cary Street Partners Investment Advisory first reported a position in SCL in Q3 2020 and held it in 5 quarters. The position peaked at $22K in Q3 2020. 195 funds tracked by Wall St. Rank hold SCL as of Q4 2023.

Cary Street Partners Investment Advisory reported no remaining Stepan Co position as of Q4 2023 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 200 Stepan Co shares in Q4 2023, an estimated $15K.
Cary Street Partners Investment Advisory first reported a position in Stepan Co in Q3 2020 and held it in 5 quarters.
Cary Street Partners Investment Advisory's Stepan Co position peaked at $22K in Q3 2020.
195 funds tracked by Wall St. Rank held Stepan Co as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.