Gradient Investments’s Stepan Co SCL Stock Holding History

Gradient Investments’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
2022 Q1	–	Sell	-3	Closed	–	–	1321
2021 Q4	$0	Hold	3	–	–	﹤0.01%	1314
2021 Q3	$0	Buy	+3	New	+$349	﹤0.01%	1239

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

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

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

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

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

SAM

Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Gradient Investments's SCL Position: Q1 2022 in Review

Gradient Investments sold out of Stepan Co (SCL) in Q1 2022, closing a stake of 3 shares.

Gradient Investments first reported a position in SCL in Q3 2021 and held it in 2 quarters. The position peaked at $0 in Q4 2021. 209 funds tracked by Wall St. Rank hold SCL as of Q1 2022.

Gradient Investments reported no remaining Stepan Co position as of Q1 2022 after selling out during the quarter.
Gradient Investments sold 3 Stepan Co shares in Q1 2022.
Gradient Investments first reported a position in Stepan Co in Q3 2021 and held it in 2 quarters.
Gradient Investments's Stepan Co position peaked at $0 in Q4 2021.
209 funds tracked by Wall St. Rank held Stepan Co as of Q1 2022.

Based on Gradient Investments's 13F filing for Q1 2022, filed 26 May 2022.