Corient Private Wealth
SCL icon

Corient Private Wealth’s Stepan Co SCL Stock Holding History

Corient Private Wealth’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
-5,839
Closed -$451K – 2513
2024
Q3 		$451K Sell
5,839
-73
-1% -$5.79K ﹤0.01% 1798
2024
Q2 		$496K Sell
5,912
-588
-9% -$50.2K ﹤0.01% 1645
2024
Q1 		$585K Buy
6,500
+62
+1% +$5.56K ﹤0.01% 1556
2023
Q4 		$609K Buy
6,438
+2,244
+54% +$179K ﹤0.01% 1511
2023
Q3 		$314K Sell
4,194
-1,037
-20% -$90.7K ﹤0.01% 1735
2023
Q2 		$500K Buy
5,231
+534
+11% +$50.7K ﹤0.01% 1451
2023
Q1 		$484K Buy
4,697
+1,080
+30% +$113K ﹤0.01% 1396
2022
Q4 		$385K Buy
+3,617
New +$379K ﹤0.01% 1238

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

Corient Private Wealth's SCL Position: Q4 2024 in Review

Corient Private Wealth sold out of Stepan Co (SCL) in Q4 2024, closing a stake of 5,839 shares — an estimated $451K sold.

Corient Private Wealth first reported a position in SCL in Q4 2022 and held it in 8 quarters. The position peaked at $609K in Q4 2023. 208 funds tracked by Wall St. Rank hold SCL as of Q4 2024.

  • Corient Private Wealth reported no remaining Stepan Co position as of Q4 2024 after selling out during the quarter.
  • Corient Private Wealth sold 5,839 Stepan Co shares in Q4 2024, an estimated $451K.
  • Corient Private Wealth first reported a position in Stepan Co in Q4 2022 and held it in 8 quarters.
  • Corient Private Wealth's Stepan Co position peaked at $609K in Q4 2023.
  • 208 funds tracked by Wall St. Rank held Stepan Co as of Q4 2024.

Based on Corient Private Wealth's 13F filing for Q4 2024, filed 10 Feb 2025.