CI
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CX Institutional’s Stepan Co SCL Stock Holding History

CX Institutional’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
Q2 		$3K Sell
54
-17
-24% -$884 ﹤0.01% 1431
2026
Q1 		$4K Sell
71
-76
-52% -$4.07K ﹤0.01% 1383
2025
Q4 		$7K Sell
147
-151
-51% -$6.92K ﹤0.01% 1239
2025
Q3 		$14K Buy
+298
New +$15.5K ﹤0.01% 1155
2023
Q1 		– Sell
-12,363
Closed -$1.32M – 574
2022
Q4 		$1.32M Buy
+12,363
New +$1.3M 0.08% 245

Other funds holding SCL

OKSA
O'Keefe Stevens Advisory Rochester, New York $488M AUM 56.91% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return