Empower Advisory Group
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Empower Advisory Group’s Stepan Co SCL Stock Holding History

Empower Advisory Group’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
Q4 		– Sell
-5,685
Closed -$426K – 487
2023
Q3 		$426K Sell
5,685
-108,049
-95% -$9.45M ﹤0.01% 313
2023
Q2 		$10.9M Sell
113,734
-9,176
-7% -$872K 0.05% 165
2023
Q1 		$12.6M Buy
+122,910
New +$12.9M 0.06% 150

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Empower Advisory Group's SCL Position: Q4 2023 in Review

Empower Advisory Group sold out of Stepan Co (SCL) in Q4 2023, closing a stake of 5,685 shares — an estimated $426K sold.

Empower Advisory Group first reported a position in SCL in Q1 2023 and held it in 3 quarters. The position peaked at $12.6M in Q1 2023. 195 funds tracked by Wall St. Rank hold SCL as of Q4 2023.

  • Empower Advisory Group reported no remaining Stepan Co position as of Q4 2023 after selling out during the quarter.
  • Empower Advisory Group sold 5,685 Stepan Co shares in Q4 2023, an estimated $426K.
  • Empower Advisory Group first reported a position in Stepan Co in Q1 2023 and held it in 3 quarters.
  • Empower Advisory Group's Stepan Co position peaked at $12.6M in Q1 2023.
  • 195 funds tracked by Wall St. Rank held Stepan Co as of Q4 2023.

Based on Empower Advisory Group's 13F filing for Q4 2023, filed 7 Feb 2024.