Householder Group Estate & Retirement Specialist’s Stepan Co SCL Stock Holding History

Householder Group Estate & Retirement Specialist’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 Q4	–	Sell	-101	Closed	-$7K	–	1089
2024 Q3	$7K	Hold	101	–	–	﹤0.01%	886
2024 Q2	$8K	Hold	101	–	–	﹤0.01%	867
2024 Q1	$9.09K	Hold	101	–	–	﹤0.01%	832
2023 Q4	$9K	Hold	101	–	–	﹤0.01%	796
2023 Q3	$7.57K	Buy	+101	New	+$8.83K	﹤0.01%	851
2023 Q1	$10K	Buy	+101	New	+$10.6K	﹤0.01%	816
2022 Q4	–	Sell	-101	Closed	-$9K	–	974
2022 Q3	$9K	Buy	+101	New	+$10.5K	﹤0.01%	759

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

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

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

WHG

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

DRZID

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Householder Group Estate & Retirement Specialist's SCL Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Stepan Co (SCL) in Q4 2024, closing a stake of 101 shares — an estimated $7K sold.

Householder Group Estate & Retirement Specialist first reported a position in SCL in Q3 2022 and held it in 7 quarters. The position peaked at $10K in Q1 2023. 208 funds tracked by Wall St. Rank hold SCL as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining Stepan Co position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 101 Stepan Co shares in Q4 2024, an estimated $7K.
Householder Group Estate & Retirement Specialist first reported a position in Stepan Co in Q3 2022 and held it in 7 quarters.
Householder Group Estate & Retirement Specialist's Stepan Co position peaked at $10K in Q1 2023.
208 funds tracked by Wall St. Rank held Stepan Co as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.