Crossmark Global Holdings’s Stepan Co SCL Stock Holding History

Crossmark Global Holdings’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 Q2	–	Sell	-2,158	Closed	-$222K	–	1330
2023 Q1	$222K	Buy	+2,158	New	+$227K	0.01%	1179
2022 Q1	–	Sell	-1,950	Closed	-$242K	–	1381
2021 Q4	$242K	Buy	+1,950	New	+$235K	0.01%	1254
2021 Q3	–	Sell	-1,780	Closed	-$214K	–	1428
2021 Q2	$214K	Sell	1,780 -110	-6%	-$14.4K	0.01%	1351
2021 Q1	$240K	Sell	1,890 -10	-0.5%	-$1.24K	0.01%	1285
2020 Q4	$227K	Buy	1,900 +30	+2%	+$3.53K	0.01%	1252
2020 Q3	$204K	Buy	+1,870	New	+$205K	0.01%	1223
2018 Q4	–	Sell	-3,443	Closed	-$300K	–	1531
2018 Q3	$300K	Sell	3,443 -450	-12%	-$38.8K	0.01%	1318
2018 Q2	$304K	Buy	3,893 +370	+11%	+$28.2K	0.01%	1297
2018 Q1	$293K	Sell	3,523 -703	-17%	-$55.7K	0.01%	1288
2017 Q4	$334K	Buy	4,226 +43	+1%	+$3.53K	0.01%	1305
2017 Q3	$350K	Buy	+4,183	New	+$344K	0.01%	1207
2016 Q3	$350K	Buy	+4,183	New	+$281K	0.01%	1207

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

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

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

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

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

SAM

Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return

Crossmark Global Holdings's SCL Position: Q2 2023 in Review

Crossmark Global Holdings sold out of Stepan Co (SCL) in Q2 2023, closing a stake of 2,158 shares — an estimated $222K sold.

Crossmark Global Holdings first reported a position in SCL in Q3 2016 and held it in 12 quarters. The position peaked at $350K in Q3 2017. 195 funds tracked by Wall St. Rank hold SCL as of Q2 2023.

Crossmark Global Holdings reported no remaining Stepan Co position as of Q2 2023 after selling out during the quarter.
Crossmark Global Holdings sold 2,158 Stepan Co shares in Q2 2023, an estimated $222K.
Crossmark Global Holdings first reported a position in Stepan Co in Q3 2016 and held it in 12 quarters.
Crossmark Global Holdings's Stepan Co position peaked at $350K in Q3 2017.
195 funds tracked by Wall St. Rank held Stepan Co as of Q2 2023.

Based on Crossmark Global Holdings's 13F filing for Q2 2023, filed 31 Jul 2023.