Doyle Wealth Management’s Stepan Co SCL Stock Holding History

Doyle Wealth Management’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
2022 Q3	$337K	Hold	3,600	–	–	0.03%	153
2022 Q2	$365K	Hold	3,600	–	–	0.03%	155
2022 Q1	$356K	Hold	3,600	–	–	0.03%	182
2021 Q4	$447K	Hold	3,600	–	–	0.03%	153
2021 Q3	$407K	Hold	3,600	–	–	0.03%	156
2021 Q2	$433K	Hold	3,600	–	–	0.04%	151
2021 Q1	$458K	Hold	3,600	–	–	0.04%	144
2020 Q4	$430K	Buy	+3,600	New	+$424K	0.04%	142

Other funds holding SCL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

SAM

Southernsun Asset Management Memphis, Tennessee $743M AUM 34.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Doyle Wealth Management's SCL Position: Q3 2022 in Review

Doyle Wealth Management held its Stepan Co (SCL) position steady in Q3 2022 at 3,600 shares worth $337K. The position accounts for 0.03% of the portfolio, ranked #153.

Doyle Wealth Management first reported a position in SCL in Q4 2020 and has held it in 8 quarters since. The position peaked at $458K in Q1 2021. 202 funds tracked by Wall St. Rank hold SCL as of Q3 2022.

Doyle Wealth Management held 3,600 shares of Stepan Co worth $337K as of Q3 2022.
Doyle Wealth Management left its Stepan Co share count unchanged in Q3 2022.
Stepan Co made up 0.03% of Doyle Wealth Management's portfolio in Q3 2022, its #153 holding.
Doyle Wealth Management first reported a position in Stepan Co in Q4 2020 and has held it in 8 quarters since.
Doyle Wealth Management's Stepan Co position peaked at $458K in Q1 2021.
202 funds tracked by Wall St. Rank held Stepan Co as of Q3 2022.

Based on Doyle Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.