Disciplined Investments’s Stepan Co SCL Stock Holding History

Disciplined Investments’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 Q3	–	Sell	-4	Closed	-$382	–	1288
2023 Q2	$382	Sell	4 -1	-20%	-$95	﹤0.01%	1328
2023 Q1	$515	Hold	5	–	–	﹤0.01%	1217
2022 Q4	$532	Sell	5 -1	-17%	-$105	﹤0.01%	1176
2022 Q3	$1K	Hold	6	–	–	﹤0.01%	1067
2022 Q2	$1K	Buy	6 +2	+50%	+$207	﹤0.01%	1091
2022 Q1	$0	Buy	+4	New	+$433	﹤0.01%	1588

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

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

DRZID

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

Disciplined Investments's SCL Position: Q3 2023 in Review

Disciplined Investments sold out of Stepan Co (SCL) in Q3 2023, closing a stake of 4 shares — an estimated $382 sold.

Disciplined Investments first reported a position in SCL in Q1 2022 and held it in 6 quarters. The position peaked at $1K in Q3 2022. 199 funds tracked by Wall St. Rank hold SCL as of Q3 2023.

Disciplined Investments reported no remaining Stepan Co position as of Q3 2023 after selling out during the quarter.
Disciplined Investments sold 4 Stepan Co shares in Q3 2023, an estimated $382.
Disciplined Investments first reported a position in Stepan Co in Q1 2022 and held it in 6 quarters.
Disciplined Investments's Stepan Co position peaked at $1K in Q3 2022.
199 funds tracked by Wall St. Rank held Stepan Co as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.