Legato Capital Management’s Stepan Co SCL Stock Holding History

Legato Capital 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
2026 Q1	$1.49M	Buy	29,855 +14,476	+94%	+$775K	0.14%	206
2025 Q4	$728K	Sell	15,379 -3,035	-16%	-$139K	0.06%	443
2025 Q3	$878K	Sell	18,414 -4,410	-19%	-$229K	0.1%	319
2025 Q2	$1.25M	Buy	22,824 +13,532	+146%	+$715K	0.15%	225
2025 Q1	$511K	Buy	9,292 +4,024	+76%	+$246K	0.07%	421
2024 Q4	$341K	Sell	5,268 -52	-1%	-$3.85K	0.04%	485
2024 Q3	$411K	Sell	5,320 -3,326	-38%	-$264K	0.05%	468
2024 Q2	$726K	Sell	8,646 -6,137	-42%	-$524K	0.1%	337
2024 Q1	$1.33M	Buy	14,783 +1,383	+10%	+$124K	0.16%	209
2023 Q4	$1.27M	Sell	13,400 -1,322	-9%	-$106K	0.17%	202
2023 Q3	$1.1M	Buy	14,722 +817	+6%	+$71.4K	0.16%	213
2023 Q2	$1.33M	Buy	13,905 +1,069	+8%	+$102K	0.18%	185
2023 Q1	$1.32M	Buy	12,836 +5,634	+78%	+$592K	0.24%	137
2022 Q4	$767K	Buy	+7,202	New	+$755K	0.15%	242

Other funds holding SCL

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

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

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return