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Independent Advisor Alliance’s Stepan Co SCL Stock Holding History

Independent Advisor Alliance’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
-2,194
Closed -$210K – 695
2023
Q2 		$210K Sell
2,194
-3,069
-58% -$292K 0.01% 610
2023
Q1 		$542K Buy
+5,263
New +$553K 0.03% 404
2022
Q4 		– Sell
-5,393
Closed -$505K – 594
2022
Q3 		$505K Sell
5,393
-3,090
-36% -$322K 0.03% 372
2022
Q2 		$860K Sell
8,483
-206
-2% -$21.3K 0.05% 291
2022
Q1 		$859K Sell
8,689
-51
-0.6% -$5.52K 0.04% 300
2021
Q4 		$1.09M Sell
8,740
-127
-1% -$15.3K 0.05% 265
2021
Q3 		$1M Sell
8,867
-281
-3% -$32.7K 0.06% 267
2021
Q2 		$1.1M Sell
9,148
-103
-1% -$13.5K 0.06% 265
2021
Q1 		$1.18M Buy
9,251
+70
+0.8% +$8.67K 0.07% 229
2020
Q4 		$1.09M Sell
9,181
-42
-0.5% -$4.95K 0.07% 204
2020
Q3 		$1M Buy
9,223
+555
+6% +$60.7K 0.08% 180
2020
Q2 		$842K Buy
8,668
+1,637
+23% +$154K 0.09% 186
2020
Q1 		$622K Buy
7,031
+156
+2% +$14.9K 0.09% 186
2019
Q4 		$704K Buy
6,875
+1,243
+22% +$121K 0.03% 455
2019
Q3 		$547K Buy
+5,632
New +$534K 0.07% 241

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

Independent Advisor Alliance's SCL Position: Q3 2023 in Review

Independent Advisor Alliance sold out of Stepan Co (SCL) in Q3 2023, closing a stake of 2,194 shares — an estimated $210K sold.

Independent Advisor Alliance first reported a position in SCL in Q3 2019 and held it in 15 quarters. The position peaked at $1.18M in Q1 2021. 199 funds tracked by Wall St. Rank hold SCL as of Q3 2023.

  • Independent Advisor Alliance reported no remaining Stepan Co position as of Q3 2023 after selling out during the quarter.
  • Independent Advisor Alliance sold 2,194 Stepan Co shares in Q3 2023, an estimated $210K.
  • Independent Advisor Alliance first reported a position in Stepan Co in Q3 2019 and held it in 15 quarters.
  • Independent Advisor Alliance's Stepan Co position peaked at $1.18M in Q1 2021.
  • 199 funds tracked by Wall St. Rank held Stepan Co as of Q3 2023.

Based on Independent Advisor Alliance's 13F filing for Q3 2023, filed 24 Oct 2023.