KFP
SCL icon

KB Financial Partners’s Stepan Co SCL Stock Holding History

KB Financial Partners’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 		$2K Hold
31
– – ﹤0.01% 539
2023
Q2 		$3K Hold
31
– – ﹤0.01% 494
2023
Q1 		$3K Hold
31
– – ﹤0.01% 480
2022
Q4 		$3K Buy
31
+1
+3% +$105 ﹤0.01% 481
2022
Q3 		$3K Hold
30
– – ﹤0.01% 475
2022
Q2 		$3K Sell
30
-18
-38% -$1.86K ﹤0.01% 475
2022
Q1 		$5K Hold
48
– – ﹤0.01% 468
2021
Q4 		$6K Buy
+48
New +$5.79K ﹤0.01% 494
2021
Q3 		– Sell
-48
Closed -$6K – 499
2021
Q2 		$6K Sell
48
-13
-21% -$1.7K ﹤0.01% 466
2021
Q1 		$8K Buy
+61
New +$7.56K ﹤0.01% 466

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

KB Financial Partners's SCL Position: Q3 2023 in Review

KB Financial Partners held its Stepan Co (SCL) position steady in Q3 2023 at 31 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #539.

KB Financial Partners first reported a position in SCL in Q1 2021 and has held it in 10 quarters since. The position peaked at $8K in Q1 2021. 199 funds tracked by Wall St. Rank hold SCL as of Q3 2023.

  • KB Financial Partners held 31 shares of Stepan Co worth $2K as of Q3 2023.
  • KB Financial Partners left its Stepan Co share count unchanged in Q3 2023.
  • Stepan Co made up ﹤0.01% of KB Financial Partners's portfolio in Q3 2023, its #539 holding.
  • KB Financial Partners first reported a position in Stepan Co in Q1 2021 and has held it in 10 quarters since.
  • KB Financial Partners's Stepan Co position peaked at $8K in Q1 2021.
  • 199 funds tracked by Wall St. Rank held Stepan Co as of Q3 2023.

Based on KB Financial Partners's 13F filing for Q3 2023, filed 15 Nov 2023.