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International Assets Investment Management’s Stepan Co SCL Stock Holding History

International Assets Investment 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
Q4 		– Sell
-106
Closed -$8.19K – 1714
2024
Q3 		$8.19K Buy
106
+1
+1% +$79 ﹤0.01% 1605
2024
Q2 		$8.86K Buy
+105
New +$8.97K ﹤0.01% 1704
2023
Q2 		– Sell
-103
Closed -$10.6K – 874
2023
Q1 		$10.6K Buy
+103
New +$10.8K ﹤0.01% 848
2021
Q2 		– Sell
-201
Closed -$25K – 1639
2021
Q1 		$25K Buy
201
+101
+101% +$12.5K ﹤0.01% 1222
2020
Q4 		$12K Buy
+100
New +$11.8K ﹤0.01% 1363

Other funds holding SCL

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $104B AUM 28.3% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

International Assets Investment Management's SCL Position: Q4 2024 in Review

International Assets Investment Management sold out of Stepan Co (SCL) in Q4 2024, closing a stake of 106 shares — an estimated $8.19K sold.

International Assets Investment Management first reported a position in SCL in Q4 2020 and held it in 5 quarters. The position peaked at $25K in Q1 2021. 208 funds tracked by Wall St. Rank hold SCL as of Q4 2024.

  • International Assets Investment Management reported no remaining Stepan Co position as of Q4 2024 after selling out during the quarter.
  • International Assets Investment Management sold 106 Stepan Co shares in Q4 2024, an estimated $8.19K.
  • International Assets Investment Management first reported a position in Stepan Co in Q4 2020 and held it in 5 quarters.
  • International Assets Investment Management's Stepan Co position peaked at $25K in Q1 2021.
  • 208 funds tracked by Wall St. Rank held Stepan Co as of Q4 2024.

Based on International Assets Investment Management's 13F filing for Q4 2024, filed 8 Jan 2025.