Edgestream Partners’s Stepan Co SCL Stock Holding History

Edgestream Partners’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
2024 Q3	–	Sell	-23,974	Closed	-$2.01M	–	1049
2024 Q2	$2.01M	Buy	+23,974	New	+$2.05M	0.1%	331
2023 Q4	–	Sell	-10,666	Closed	-$800K	–	1040
2023 Q3	$800K	Sell	10,666 -23,934	-69%	-$2.09M	0.06%	463
2023 Q2	$3.31M	Buy	+34,600	New	+$3.29M	0.3%	63

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

DRZID

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

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

Edgestream Partners's SCL Position: Q3 2024 in Review

Edgestream Partners sold out of Stepan Co (SCL) in Q3 2024, closing a stake of 23,974 shares — an estimated $2.01M sold.

Edgestream Partners first reported a position in SCL in Q2 2023 and held it in 3 quarters. The position peaked at $3.31M in Q2 2023. 231 funds tracked by Wall St. Rank hold SCL as of Q3 2024.

Edgestream Partners reported no remaining Stepan Co position as of Q3 2024 after selling out during the quarter.
Edgestream Partners sold 23,974 Stepan Co shares in Q3 2024, an estimated $2.01M.
Edgestream Partners first reported a position in Stepan Co in Q2 2023 and held it in 3 quarters.
Edgestream Partners's Stepan Co position peaked at $3.31M in Q2 2023.
231 funds tracked by Wall St. Rank held Stepan Co as of Q3 2024.

Based on Edgestream Partners's 13F filing for Q3 2024, filed 14 Nov 2024.