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Diversified Trust’s Stepan Co SCL Stock Holding History

Diversified Trust’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
Q1 		– Sell
-2,443
Closed -$260K – 914
2022
Q4 		$260K Hold
2,443
– – 0.01% 638
2022
Q3 		$229K Hold
2,443
– – 0.01% 653
2022
Q2 		$248K Hold
2,443
– – 0.01% 620
2022
Q1 		$241K Hold
2,443
– – 0.01% 697
2021
Q4 		$304K Hold
2,443
– – 0.01% 632
2021
Q3 		$276K Buy
2,443
+411
+20% +$47.8K 0.01% 626
2021
Q2 		$244K Buy
+2,032
New +$266K 0.01% 633
2021
Q1 		– Sell
-3,163
Closed -$377K – 845
2020
Q4 		$377K Buy
3,163
+250
+9% +$29.4K 0.02% 436
2020
Q3 		$318K Buy
+2,913
New +$319K 0.01% 425

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Diversified Trust's SCL Position: Q1 2023 in Review

Diversified Trust sold out of Stepan Co (SCL) in Q1 2023, closing a stake of 2,443 shares — an estimated $260K sold.

Diversified Trust first reported a position in SCL in Q3 2020 and held it in 9 quarters. The position peaked at $377K in Q4 2020. 206 funds tracked by Wall St. Rank hold SCL as of Q1 2023.

  • Diversified Trust reported no remaining Stepan Co position as of Q1 2023 after selling out during the quarter.
  • Diversified Trust sold 2,443 Stepan Co shares in Q1 2023, an estimated $260K.
  • Diversified Trust first reported a position in Stepan Co in Q3 2020 and held it in 9 quarters.
  • Diversified Trust's Stepan Co position peaked at $377K in Q4 2020.
  • 206 funds tracked by Wall St. Rank held Stepan Co as of Q1 2023.

Based on Diversified Trust's 13F filing for Q1 2023, filed 7 Apr 2023.