Ethic Inc’s Stepan Co SCL Stock Holding History

Ethic 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
2026 Q1	$586K	Buy	11,721 +3,595	+44%	+$192K	0.01%	817
2025 Q4	$385K	Buy	8,126 +1,656	+26%	+$75.8K	0.01%	929
2025 Q3	$309K	Buy	+6,470	New	+$336K	0.01%	993
2024 Q4	–	Sell	-7,139	Closed	-$643K	–	1214
2024 Q3	$643K	Buy	7,139 +3,109	+77%	+$246K	0.02%	702
2024 Q2	$338K	Sell	4,030 -3,109	-44%	-$266K	0.01%	876
2024 Q1	$643K	Sell	7,139 -453	-6%	-$40.6K	0.02%	701
2023 Q4	$718K	Buy	7,592 +2,548	+51%	+$204K	0.02%	632
2023 Q3	$378K	Buy	+5,044	New	+$441K	0.01%	754
2023 Q2	–	Sell	-3,625	Closed	-$373K	–	1012
2023 Q1	$373K	Buy	3,625 +65	+2%	+$6.83K	0.02%	736
2022 Q4	$379K	Sell	3,560 -613	-15%	-$64.3K	0.02%	656
2022 Q3	$391K	Buy	4,173 +416	+11%	+$43.3K	0.03%	560
2022 Q2	$381K	Buy	+3,757	New	+$388K	0.03%	558

Other funds holding SCL

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return