HRT Financial’s Stepan Co SCL Stock Holding History

HRT Financial’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	$1.53M	Buy	30,625 +20,250	+195%	+$1.08M	0.01%	1781
2025 Q4	$491K	Sell	10,375 -8,016	-44%	-$367K	﹤0.01%	2119
2025 Q3	$877K	Buy	+18,391	New	+$954K	﹤0.01%	1592
2024 Q4	–	Sell	-8,566	Closed	-$661K	–	3155
2024 Q3	$661K	Buy	+8,566	New	+$679K	﹤0.01%	1450
2024 Q1	–	Sell	-6,298	Closed	-$595K	–	3022
2023 Q4	$595K	Buy	+6,298	New	+$503K	﹤0.01%	1273
2023 Q3	–	Sell	-2,547	Closed	-$243K	–	3045
2023 Q2	$243K	Sell	2,547 -4,795	-65%	-$456K	﹤0.01%	1749
2023 Q1	$756K	Sell	7,342 -3,052	-29%	-$321K	0.01%	1104
2022 Q4	$1.11M	Buy	+10,394	New	+$1.09M	0.02%	898
2021 Q4	–	Sell	-7,009	Closed	-$791K	–	4015
2021 Q3	$791K	Buy	7,009 +1,499	+27%	+$174K	0.01%	1514
2021 Q2	$662K	Buy	5,510 +2,859	+108%	+$374K	0.01%	1524
2021 Q1	$336K	Buy	+2,651	New	+$328K	﹤0.01%	2041
2020 Q3	–	Sell	-5,704	Closed	-$553K	–	2334
2020 Q2	$553K	Buy	+5,704	New	+$536K	0.02%	746
2020 Q1	–	Sell	-46,726	Closed	-$4.79M	–	1312
2019 Q4	$4.79M	Buy	46,726 +42,744	+1,073%	+$4.17M	0.23%	81
2019 Q3	$386K	Buy	+3,982	New	+$378K	0.02%	805

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