KeyBank National Association
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KeyBank National Association’s Stepan Co SCL Stock Holding History

KeyBank National Association’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
Q3 		– Sell
-3,750
Closed -$315K – 1154
2024
Q2 		$315K Hold
3,750
– – ﹤0.01% 922
2024
Q1 		$338K Buy
3,750
+1,183
+46% +$106K ﹤0.01% 899
2023
Q4 		$243K Buy
+2,567
New +$205K ﹤0.01% 976

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

KeyBank National Association's SCL Position: Q3 2024 in Review

KeyBank National Association sold out of Stepan Co (SCL) in Q3 2024, closing a stake of 3,750 shares — an estimated $315K sold.

KeyBank National Association first reported a position in SCL in Q4 2023 and held it in 3 quarters. The position peaked at $338K in Q1 2024. 231 funds tracked by Wall St. Rank hold SCL as of Q3 2024.

  • KeyBank National Association reported no remaining Stepan Co position as of Q3 2024 after selling out during the quarter.
  • KeyBank National Association sold 3,750 Stepan Co shares in Q3 2024, an estimated $315K.
  • KeyBank National Association first reported a position in Stepan Co in Q4 2023 and held it in 3 quarters.
  • KeyBank National Association's Stepan Co position peaked at $338K in Q1 2024.
  • 231 funds tracked by Wall St. Rank held Stepan Co as of Q3 2024.

Based on KeyBank National Association's 13F filing for Q3 2024, filed 31 Oct 2024.