Mackenzie Financial
SCL icon

Mackenzie Financial’s Stepan Co SCL Stock Holding History

Mackenzie Financial’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
2023
Q3 		– Sell
-2,270
Closed -$217K – 1579
2023
Q2 		$217K Buy
2,270
+174
+8% +$16.5K ﹤0.01% 1310
2023
Q1 		$216K Buy
2,096
+57
+3% +$5.99K ﹤0.01% 1321
2022
Q4 		$217K Buy
+2,039
New +$214K ﹤0.01% 1215

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

Mackenzie Financial's SCL Position: Q3 2023 in Review

Mackenzie Financial sold out of Stepan Co (SCL) in Q3 2023, closing a stake of 2,270 shares — an estimated $217K sold.

Mackenzie Financial first reported a position in SCL in Q4 2022 and held it in 3 quarters. The position peaked at $217K in Q4 2022. 199 funds tracked by Wall St. Rank hold SCL as of Q3 2023.

  • Mackenzie Financial reported no remaining Stepan Co position as of Q3 2023 after selling out during the quarter.
  • Mackenzie Financial sold 2,270 Stepan Co shares in Q3 2023, an estimated $217K.
  • Mackenzie Financial first reported a position in Stepan Co in Q4 2022 and held it in 3 quarters.
  • Mackenzie Financial's Stepan Co position peaked at $217K in Q4 2022.
  • 199 funds tracked by Wall St. Rank held Stepan Co as of Q3 2023.

Based on Mackenzie Financial's 13F filing for Q3 2023, filed 25 Oct 2023.