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LGT Financial Advisors’s Stepan Co SCL Stock Holding History

LGT Financial Advisors’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
-32
Closed -$2.69K – 778
2024
Q2 		$2.69K Hold
32
– – 0.01% 703
2024
Q1 		$2.88K Hold
32
– – ﹤0.01% 707
2023
Q4 		$3.03K Buy
+32
New +$2.56K ﹤0.01% 727

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

LGT Financial Advisors's SCL Position: Q3 2024 in Review

LGT Financial Advisors sold out of Stepan Co (SCL) in Q3 2024, closing a stake of 32 shares — an estimated $2.69K sold.

LGT Financial Advisors first reported a position in SCL in Q4 2023 and held it in 3 quarters. The position peaked at $3.03K in Q4 2023. 231 funds tracked by Wall St. Rank hold SCL as of Q3 2024.

  • LGT Financial Advisors reported no remaining Stepan Co position as of Q3 2024 after selling out during the quarter.
  • LGT Financial Advisors sold 32 Stepan Co shares in Q3 2024, an estimated $2.69K.
  • LGT Financial Advisors first reported a position in Stepan Co in Q4 2023 and held it in 3 quarters.
  • LGT Financial Advisors's Stepan Co position peaked at $3.03K in Q4 2023.
  • 231 funds tracked by Wall St. Rank held Stepan Co as of Q3 2024.

Based on LGT Financial Advisors's 13F filing for Q3 2024, filed 31 Oct 2024.