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Legacy Wealth Asset Management’s Stepan Co SCL Stock Holding History

Legacy Wealth Asset 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
Q3 		– Sell
-3,084
Closed -$259K – 354
2024
Q2 		$259K Buy
3,084
+23
+0.8% +$1.97K 0.07% 311
2024
Q1 		$276K Buy
3,061
+10
+0.3% +$896 0.08% 310
2023
Q4 		$288K Sell
3,051
-1,055
-26% -$84.3K 0.09% 295
2023
Q3 		$308K Sell
4,106
-25
-0.6% -$2.19K 0.11% 276
2023
Q2 		$395K Sell
4,131
-45
-1% -$4.28K 0.14% 256
2023
Q1 		$430K Sell
4,176
-110
-3% -$11.6K 0.16% 235
2022
Q4 		$456K Buy
4,286
+37
+0.9% +$3.88K 0.17% 205
2022
Q3 		$398K Sell
4,249
-87
-2% -$9.05K 0.17% 209
2022
Q2 		$439K Buy
4,336
+142
+3% +$14.7K 0.18% 186
2022
Q1 		$414K Buy
4,194
+161
+4% +$17.4K 0.15% 213
2021
Q4 		$501K Buy
4,033
+194
+5% +$23.4K 0.17% 199
2021
Q3 		$434K Sell
3,839
-521
-12% -$60.6K 0.2% 192
2021
Q2 		$524K Sell
4,360
-126
-3% -$16.5K 0.23% 165
2021
Q1 		$570K Buy
4,486
+99
+2% +$12.3K 0.26% 152
2020
Q4 		$523K Buy
+4,387
New +$516K 0.26% 158

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

Legacy Wealth Asset Management's SCL Position: Q3 2024 in Review

Legacy Wealth Asset Management sold out of Stepan Co (SCL) in Q3 2024, closing a stake of 3,084 shares — an estimated $259K sold.

Legacy Wealth Asset Management first reported a position in SCL in Q4 2020 and held it in 15 quarters. The position peaked at $570K in Q1 2021. 231 funds tracked by Wall St. Rank hold SCL as of Q3 2024.

  • Legacy Wealth Asset Management reported no remaining Stepan Co position as of Q3 2024 after selling out during the quarter.
  • Legacy Wealth Asset Management sold 3,084 Stepan Co shares in Q3 2024, an estimated $259K.
  • Legacy Wealth Asset Management first reported a position in Stepan Co in Q4 2020 and held it in 15 quarters.
  • Legacy Wealth Asset Management's Stepan Co position peaked at $570K in Q1 2021.
  • 231 funds tracked by Wall St. Rank held Stepan Co as of Q3 2024.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2024, filed 23 Oct 2024.