Grantham, Mayo, Van Otterloo & Co (GMO)
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Grantham, Mayo, Van Otterloo & Co (GMO)’s Stepan Co SCL Stock Holding History

Grantham, Mayo, Van Otterloo & Co (GMO)’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
-19,307
Closed -$1.84M – 671
2023
Q2 		$1.84M Sell
19,307
-11,830
-38% -$1.12M 0.01% 446
2023
Q1 		$3.21M Sell
31,137
-10,900
-26% -$1.14M 0.02% 376
2022
Q4 		$4.48M Buy
42,037
+1,000
+2% +$105K 0.02% 354
2022
Q3 		$3.84M Sell
41,037
-6,700
-14% -$697K 0.02% 364
2022
Q2 		$4.84M Buy
47,737
+13,927
+41% +$1.44M 0.03% 346
2022
Q1 		$3.34M Buy
33,810
+23,662
+233% +$2.56M 0.02% 396
2021
Q4 		$1.26M Buy
10,148
+1,100
+12% +$133K 0.01% 520
2021
Q3 		$1.02M Buy
9,048
+4,700
+108% +$547K 0.01% 526
2021
Q2 		$523K Sell
4,348
-6,977
-62% -$913K ﹤0.01% 616
2021
Q1 		$1.44M Sell
11,325
-34,278
-75% -$4.25M 0.01% 530
2020
Q4 		$5.44M Sell
45,603
-36,400
-44% -$4.29M 0.03% 281
2020
Q3 		$8.94M Sell
82,003
-9,400
-10% -$1.03M 0.06% 168
2020
Q2 		$8.88M Sell
91,403
-30,800
-25% -$2.9M 0.07% 165
2020
Q1 		$10.8M Sell
122,203
-5,500
-4% -$525K 0.09% 136
2019
Q4 		$13.1M Sell
127,703
-11,800
-8% -$1.15M 0.09% 160
2019
Q3 		$13.5M Buy
139,503
+34,203
+32% +$3.25M 0.09% 150
2019
Q2 		$9.68M Buy
105,300
+23,700
+29% +$2.11M 0.07% 193
2019
Q1 		$7.14M Buy
+81,600
New +$7.08M 0.05% 219
2018
Q1 		– Sell
-4,700
Closed -$371K – 624
2017
Q4 		$371K Sell
4,700
-700
-13% -$57.5K ﹤0.01% 488
2017
Q3 		$452K Sell
5,400
-600
-10% -$49.3K ﹤0.01% 422
2017
Q2 		$523K Buy
6,000
+200
+3% +$16.8K ﹤0.01% 410
2017
Q1 		$457K Buy
+5,800
New +$453K ﹤0.01% 405

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

Grantham, Mayo, Van Otterloo & Co (GMO)'s SCL Position: Q3 2023 in Review

Grantham, Mayo, Van Otterloo & Co (GMO) sold out of Stepan Co (SCL) in Q3 2023, closing a stake of 19,307 shares — an estimated $1.84M sold.

Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in SCL in Q1 2017 and held it in 22 quarters. The position peaked at $13.5M in Q3 2019. 199 funds tracked by Wall St. Rank hold SCL as of Q3 2023.

  • Grantham, Mayo, Van Otterloo & Co (GMO) reported no remaining Stepan Co position as of Q3 2023 after selling out during the quarter.
  • Grantham, Mayo, Van Otterloo & Co (GMO) sold 19,307 Stepan Co shares in Q3 2023, an estimated $1.84M.
  • Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in Stepan Co in Q1 2017 and held it in 22 quarters.
  • Grantham, Mayo, Van Otterloo & Co (GMO)'s Stepan Co position peaked at $13.5M in Q3 2019.
  • 199 funds tracked by Wall St. Rank held Stepan Co as of Q3 2023.

Based on Grantham, Mayo, Van Otterloo & Co (GMO)'s 13F filing for Q3 2023, filed 13 Nov 2023.