Everence Capital Management’s Stepan Co SCL Stock Holding History

Everence Capital 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
2024 Q3	–	Sell	-2,730	Closed	-$227	–	805
2024 Q2	$227	Hold	2,730	–	–	0.02%	645
2024 Q1	$246	Hold	2,730	–	–	0.02%	641
2023 Q4	$258K	Buy	+2,730	New	+$218K	0.02%	603
2023 Q3	–	Sell	-3,960	Closed	-$364K	–	791
2023 Q2	$364K	Hold	3,960	–	–	0.03%	451
2023 Q1	$408	Hold	3,960	–	–	0.03%	423
2022 Q4	$422	Hold	3,960	–	–	0.04%	429
2022 Q3	$371K	Hold	3,960	–	–	0.03%	446
2022 Q2	$401K	Hold	3,960	–	–	0.04%	423
2022 Q1	$391K	Hold	3,960	–	–	0.03%	487
2021 Q4	$492K	Hold	3,960	–	–	0.04%	427
2021 Q3	$447K	Hold	3,960	–	–	0.04%	430
2021 Q2	$476K	Hold	3,960	–	–	0.04%	405
2021 Q1	$503K	Hold	3,960	–	–	0.05%	371
2020 Q4	$473K	Hold	3,960	–	–	0.05%	355
2020 Q3	$432K	Hold	3,960	–	–	0.05%	346
2020 Q2	$385K	Hold	3,960	–	–	0.05%	382
2020 Q1	$350K	Hold	3,960	–	–	0.05%	345
2019 Q4	$406K	Hold	3,960	–	–	0.06%	361
2019 Q3	$384K	Hold	3,960	–	–	0.06%	343
2019 Q2	$364K	Hold	3,960	–	–	0.06%	360
2019 Q1	$347K	Buy	+3,960	New	+$344K	0.06%	356

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

Everence Capital Management's SCL Position: Q3 2024 in Review

Everence Capital Management sold out of Stepan Co (SCL) in Q3 2024, closing a stake of 2,730 shares — an estimated $227 sold.

Everence Capital Management first reported a position in SCL in Q1 2019 and held it in 21 quarters. The position peaked at $503K in Q1 2021. 231 funds tracked by Wall St. Rank hold SCL as of Q3 2024.

Everence Capital Management reported no remaining Stepan Co position as of Q3 2024 after selling out during the quarter.
Everence Capital Management sold 2,730 Stepan Co shares in Q3 2024, an estimated $227.
Everence Capital Management first reported a position in Stepan Co in Q1 2019 and held it in 21 quarters.
Everence Capital Management's Stepan Co position peaked at $503K in Q1 2021.
231 funds tracked by Wall St. Rank held Stepan Co as of Q3 2024.

Based on Everence Capital Management's 13F filing for Q3 2024, filed 21 Oct 2024.