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First PREMIER Bank’s Stepan Co SCL Stock Holding History

First PREMIER Bank’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
Q3 		– Sell
-200
Closed -$19K – 368
2023
Q2 		$19K Hold
200
– – 0.01% 296
2023
Q1 		$21K Hold
200
– – 0.01% 309
2022
Q4 		$21K Hold
200
– – 0.01% 294
2022
Q3 		$19K Buy
+200
New +$20.8K 0.01% 307

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

First PREMIER Bank's SCL Position: Q3 2023 in Review

First PREMIER Bank sold out of Stepan Co (SCL) in Q3 2023, closing a stake of 200 shares — an estimated $19K sold.

First PREMIER Bank first reported a position in SCL in Q3 2022 and held it in 4 quarters. The position peaked at $21K in Q1 2023. 199 funds tracked by Wall St. Rank hold SCL as of Q3 2023.

  • First PREMIER Bank reported no remaining Stepan Co position as of Q3 2023 after selling out during the quarter.
  • First PREMIER Bank sold 200 Stepan Co shares in Q3 2023, an estimated $19K.
  • First PREMIER Bank first reported a position in Stepan Co in Q3 2022 and held it in 4 quarters.
  • First PREMIER Bank's Stepan Co position peaked at $21K in Q1 2023.
  • 199 funds tracked by Wall St. Rank held Stepan Co as of Q3 2023.

Based on First PREMIER Bank's 13F filing for Q3 2023, filed 16 Oct 2023.