Lindbrook Capital’s Stepan Co SCL Stock Holding History

Lindbrook Capital’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
2025 Q1	$3.3K	Sell	60 -96	-62%	-$5.86K	﹤0.01%	2119
2024 Q4	$10.1K	Buy	156 +60	+63%	+$4.44K	﹤0.01%	1642
2024 Q3	$7.42K	Sell	96 -122	-56%	-$9.67K	﹤0.01%	1829
2024 Q2	$18.3K	Buy	218 +5	+2%	+$427	﹤0.01%	1295
2024 Q1	$19.2K	Hold	213	–	–	﹤0.01%	1236
2023 Q4	$20.1K	Buy	+213	New	+$17K	﹤0.01%	1171
2023 Q3	–	Sell	-103	Closed	-$9.84K	–	2805
2023 Q2	$9.84K	Buy	103 +23	+29%	+$2.19K	﹤0.01%	1478
2023 Q1	$8.24K	Buy	80 +3	+4%	+$315	﹤0.01%	1580
2022 Q4	$8.2K	Buy	77 +72	+1,440%	+$7.55K	﹤0.01%	1537
2022 Q3	$0	Sell	5 -8	-62%	-$832	﹤0.01%	2879
2022 Q2	$1K	Buy	+13	New	+$1.34K	﹤0.01%	2354

Other funds holding SCL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Lindbrook Capital's SCL Position: Q1 2025 in Review

Lindbrook Capital reduced its Stepan Co (SCL) stake by 62% in Q1 2025, selling an estimated $5.86K and leaving 60 shares worth $3.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2119.

Lindbrook Capital first reported a position in SCL in Q2 2022 and has held it in 11 quarters since. The position peaked at $20.1K in Q4 2023. 201 funds tracked by Wall St. Rank hold SCL as of Q1 2025.

Lindbrook Capital held 60 shares of Stepan Co worth $3.3K as of Q1 2025.
Lindbrook Capital sold 96 Stepan Co shares in Q1 2025, an estimated $5.86K.
Stepan Co made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #2119 holding.
Lindbrook Capital first reported a position in Stepan Co in Q2 2022 and has held it in 11 quarters since.
Lindbrook Capital's Stepan Co position peaked at $20.1K in Q4 2023.
201 funds tracked by Wall St. Rank held Stepan Co as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.