GRP
SCL icon

Global Retirement Partners’s Stepan Co SCL Stock Holding History

Global Retirement Partners’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
2025
Q4 		$2.89K Buy
61
+30
+97% +$1.37K ﹤0.01% 3616
2025
Q3 		$1.48K Hold
31
– – ﹤0.01% 3414
2025
Q2 		$1.69K Buy
+31
New +$1.64K ﹤0.01% 3295
2024
Q4 		$16.3K Sell
252
-7,278
-97% -$539K ﹤0.01% 2193
2024
Q3 		$582K Buy
7,530
+23
+0.3% +$1.82K 0.02% 591
2024
Q2 		$630K Buy
7,507
+7,110
+1,791% +$607K 0.02% 545
2024
Q1 		$35.7K Buy
+397
New +$35.6K ﹤0.01% 1549
2023
Q3 		– Sell
-3
Closed -$287 – 3326
2023
Q2 		$287 Sell
3
-4
-57% -$380 ﹤0.01% 3057
2023
Q1 		$631 Hold
7
– – ﹤0.01% 2868
2022
Q4 		$745 Hold
7
– – ﹤0.01% 2671
2022
Q3 		$1K Hold
7
– – ﹤0.01% 2575
2022
Q2 		$1K Hold
7
– – ﹤0.01% 2547
2022
Q1 		$1K Buy
+7
New +$757 ﹤0.01% 2506

Other funds holding SCL

BlackRock
BlackRock New York $5.7T 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return