Claris Advisors’s Stepan Co SCL Stock Holding History

Claris 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	-2	Closed	-$155	–	946
2024 Q3	$155	Buy	+2	New	+$159	﹤0.01%	1038

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

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

WHG

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

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

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

Claris Advisors's SCL Position: Q4 2024 in Review

Claris Advisors sold out of Stepan Co (SCL) in Q4 2024, closing a stake of 2 shares — an estimated $155 sold.

Claris Advisors first reported a position in SCL in Q3 2024 and held it in 1 quarter. The position peaked at $155 in Q3 2024. 208 funds tracked by Wall St. Rank hold SCL as of Q4 2024.

Claris Advisors reported no remaining Stepan Co position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 2 Stepan Co shares in Q4 2024, an estimated $155.
Claris Advisors first reported a position in Stepan Co in Q3 2024 and held it in 1 quarter.
Claris Advisors's Stepan Co position peaked at $155 in Q3 2024.
208 funds tracked by Wall St. Rank held Stepan Co as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.