IronBridge Private Wealth’s Stepan Co SCL Stock Holding History

IronBridge Private Wealth’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
2022 Q1	–	Sell	-46	Closed	-$6K	–	249
2021 Q4	$6K	Hold	46	–	–	﹤0.01%	230
2021 Q3	$5K	Hold	46	–	–	﹤0.01%	214
2021 Q2	$6K	Hold	46	–	–	﹤0.01%	203
2021 Q1	$6K	Hold	46	–	–	﹤0.01%	200
2020 Q4	$5K	Buy	+46	New	+$5.42K	﹤0.01%	196

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

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

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

WHG

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

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

SAM

Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

IronBridge Private Wealth's SCL Position: Q1 2022 in Review

IronBridge Private Wealth sold out of Stepan Co (SCL) in Q1 2022, closing a stake of 46 shares — an estimated $6K sold.

IronBridge Private Wealth first reported a position in SCL in Q4 2020 and held it in 5 quarters. The position peaked at $6K in Q4 2021. 209 funds tracked by Wall St. Rank hold SCL as of Q1 2022.

IronBridge Private Wealth reported no remaining Stepan Co position as of Q1 2022 after selling out during the quarter.
IronBridge Private Wealth sold 46 Stepan Co shares in Q1 2022, an estimated $6K.
IronBridge Private Wealth first reported a position in Stepan Co in Q4 2020 and held it in 5 quarters.
IronBridge Private Wealth's Stepan Co position peaked at $6K in Q4 2021.
209 funds tracked by Wall St. Rank held Stepan Co as of Q1 2022.

Based on IronBridge Private Wealth's 13F filing for Q1 2022, filed 16 May 2022.