Manchester Capital Management’s Stepan Co SCL Stock Holding History

Manchester 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
2024 Q4	–	Sell	-26	Closed	-$2.01K	–	1187
2024 Q3	$2.01K	Sell	26 -7	-21%	-$555	﹤0.01%	992
2024 Q2	$2.77K	Sell	33 -9	-21%	-$769	﹤0.01%	923
2024 Q1	$3.78K	Sell	42 -7	-14%	-$627	﹤0.01%	770
2023 Q4	$4.63K	Buy	49 +32	+188%	+$2.56K	﹤0.01%	715
2023 Q3	$1.27K	Sell	17 -4	-19%	-$350	﹤0.01%	812
2023 Q2	$2.01K	Buy	+21	New	+$2K	﹤0.01%	744
2022 Q3	–	Sell	-7	Closed	-$1K	–	1000
2022 Q2	$1K	Sell	7 -1	-13%	-$103	﹤0.01%	876
2022 Q1	$1K	Buy	+8	New	+$865	﹤0.01%	975
2021 Q3	–	Sell	-5	Closed	-$1K	–	1123
2021 Q2	$1K	Hold	5	–	–	﹤0.01%	774
2021 Q1	$1K	Hold	5	–	–	﹤0.01%	631
2020 Q4	$1K	Buy	+5	New	+$589	﹤0.01%	692

Other funds holding SCL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Manchester Capital Management's SCL Position: Q4 2024 in Review

Manchester Capital Management sold out of Stepan Co (SCL) in Q4 2024, closing a stake of 26 shares — an estimated $2.01K sold.

Manchester Capital Management first reported a position in SCL in Q4 2020 and held it in 11 quarters. The position peaked at $4.63K in Q4 2023. 208 funds tracked by Wall St. Rank hold SCL as of Q4 2024.

Manchester Capital Management reported no remaining Stepan Co position as of Q4 2024 after selling out during the quarter.
Manchester Capital Management sold 26 Stepan Co shares in Q4 2024, an estimated $2.01K.
Manchester Capital Management first reported a position in Stepan Co in Q4 2020 and held it in 11 quarters.
Manchester Capital Management's Stepan Co position peaked at $4.63K in Q4 2023.
208 funds tracked by Wall St. Rank held Stepan Co as of Q4 2024.

Based on Manchester Capital Management's 13F filing for Q4 2024, filed 30 Jan 2025.