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Hollow Brook Wealth Management’s Stepan Co SCL Stock Holding History

Hollow Brook Wealth Management’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
2024
Q1 		– Sell
-2,945
Closed -$278K – 88
2023
Q4 		$278K Hold
2,945
– – 0.11% 71
2023
Q3 		$221K Hold
2,945
– – 0.09% 79
2023
Q2 		$281K Hold
2,945
– – 0.12% 73
2023
Q1 		$303K Hold
2,945
– – 0.14% 67
2022
Q4 		$314K Hold
2,945
– – 0.15% 67
2022
Q3 		$276K Buy
+2,945
New +$306K 0.16% 63
2022
Q2 		– Sell
-2,065
Closed -$204K – 76
2022
Q1 		$204K Hold
2,065
– – 0.09% 73
2021
Q4 		$257K Buy
+2,065
New +$249K 0.13% 66

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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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

Hollow Brook Wealth Management's SCL Position: Q1 2024 in Review

Hollow Brook Wealth Management sold out of Stepan Co (SCL) in Q1 2024, closing a stake of 2,945 shares — an estimated $278K sold.

Hollow Brook Wealth Management first reported a position in SCL in Q4 2021 and held it in 8 quarters. The position peaked at $314K in Q4 2022. 200 funds tracked by Wall St. Rank hold SCL as of Q1 2024.

  • Hollow Brook Wealth Management reported no remaining Stepan Co position as of Q1 2024 after selling out during the quarter.
  • Hollow Brook Wealth Management sold 2,945 Stepan Co shares in Q1 2024, an estimated $278K.
  • Hollow Brook Wealth Management first reported a position in Stepan Co in Q4 2021 and held it in 8 quarters.
  • Hollow Brook Wealth Management's Stepan Co position peaked at $314K in Q4 2022.
  • 200 funds tracked by Wall St. Rank held Stepan Co as of Q1 2024.

Based on Hollow Brook Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.