Ellevest Inc’s Stepan Co SCL Stock Holding History

Ellevest Inc’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 Q2	–	Sell	-11	Closed	-$1.13K	–	1391
2023 Q1	$1.13K	Buy	+11	New	+$1.16K	﹤0.01%	1555
2020 Q4	–	Sell	-11	Closed	-$1K	–	1334
2020 Q3	$1K	Hold	11	–	–	﹤0.01%	1061
2020 Q2	$1K	Buy	+11	New	+$1.03K	﹤0.01%	1052
2019 Q2	–	Sell	-27	Closed	-$2K	–	459
2019 Q1	$2K	Buy	+27	New	+$2.34K	﹤0.01%	298

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

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

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

Ellevest Inc's SCL Position: Q2 2023 in Review

Ellevest Inc sold out of Stepan Co (SCL) in Q2 2023, closing a stake of 11 shares — an estimated $1.13K sold.

Ellevest Inc first reported a position in SCL in Q1 2019 and held it in 4 quarters. The position peaked at $2K in Q1 2019. 195 funds tracked by Wall St. Rank hold SCL as of Q2 2023.

Ellevest Inc reported no remaining Stepan Co position as of Q2 2023 after selling out during the quarter.
Ellevest Inc sold 11 Stepan Co shares in Q2 2023, an estimated $1.13K.
Ellevest Inc first reported a position in Stepan Co in Q1 2019 and held it in 4 quarters.
Ellevest Inc's Stepan Co position peaked at $2K in Q1 2019.
195 funds tracked by Wall St. Rank held Stepan Co as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.