Covestor’s Stepan Co SCL Stock Holding History

Covestor’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
2026 Q1	$1K	Hold	14	–	–	﹤0.01%	2137
2025 Q4	$1K	Buy	14 +11	+367%	+$504	﹤0.01%	2159
2025 Q3	$0	Sell	3 -1	-25%	-$52	﹤0.01%	2728
2025 Q2	$0	Sell	4 -7	-64%	-$370	﹤0.01%	2697
2025 Q1	$1K	Buy	11 +5	+83%	+$305	﹤0.01%	2088
2024 Q4	$0	Buy	6 +3	+100%	+$222	﹤0.01%	2686
2024 Q3	$0	Hold	3	–	–	﹤0.01%	2699
2024 Q2	$0	Buy	3 +2	+200%	+$171	﹤0.01%	2696
2024 Q1	$0	Sell	1 -1	-50%	-$90	﹤0.01%	2692
2023 Q4	$0	Hold	2	–	–	﹤0.01%	2673
2023 Q3	$0	Sell	2 -5	-71%	-$437	﹤0.01%	2663
2023 Q2	$1K	Buy	7 +1	+17%	+$95	﹤0.01%	2011
2023 Q1	$1K	Sell	6 -3	-33%	-$315	﹤0.01%	1892
2022 Q4	$1K	Hold	9	–	–	﹤0.01%	1924
2022 Q3	$1K	Sell	9 -22	-71%	-$2.29K	﹤0.01%	1845
2022 Q2	$3K	Buy	31 +20	+182%	+$2.07K	﹤0.01%	1545
2022 Q1	$1K	Sell	11 -25	-69%	-$2.7K	﹤0.01%	1936
2021 Q4	$5K	Buy	+36	New	+$4.34K	0.01%	1338

Other funds holding SCL

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

American Century Companies

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

Geode Capital Management

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