Guggenheim Capital’s Stepan Co SCL Stock Holding History

Guggenheim Capital’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
2026 Q1	–	Sell	-12,435	Closed	-$589K	–	1769
2025 Q4	$589K	Buy	+12,435	New	+$570K	﹤0.01%	1200
2016 Q4	–	Sell	-22,555	Closed	-$1.64M	–	2966
2016 Q3	$1.64M	Sell	22,555 -3,987	-15%	-$268K	0.01%	1749
2016 Q2	$1.58M	Sell	26,542 -1,345	-5%	-$79K	0.01%	1728
2016 Q1	$1.54M	Sell	27,887 -3,170	-10%	-$152K	﹤0.01%	1755
2015 Q4	$1.54M	Sell	31,057 -5,844	-16%	-$293K	﹤0.01%	1800
2015 Q3	$1.53M	Sell	36,901 -2,415	-6%	-$112K	﹤0.01%	1792
2015 Q2	$2.13M	Buy	39,316 +1,138	+3%	+$56.1K	0.01%	1715
2015 Q1	$1.59M	Sell	38,178 -117	-0.3%	-$4.66K	﹤0.01%	1963
2014 Q4	$1.53M	Buy	38,295 +29,189	+321%	+$1.24M	﹤0.01%	1936
2014 Q3	$404K	Sell	9,106 -256	-3%	-$12.5K	﹤0.01%	2632
2014 Q2	$495K	Sell	9,362 -805	-8%	-$45.2K	﹤0.01%	2600
2014 Q1	$656K	Sell	10,167 -135	-1%	-$8.47K	﹤0.01%	2478
2013 Q4	$676K	Buy	+10,302	New	+$629K	﹤0.01%	2435
2013 Q3	–	Sell	-23,199	Closed	-$1.29M	–	3174
2013 Q2	$1.29M	Buy	+23,199	New	+$1.31M	0.01%	1836

Other funds holding SCL

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

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

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return