Marshall Wace’s Stepan Co SCL Stock Holding History

Marshall Wace’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	-8,295	Closed	-$696K	–	2910
2024 Q2	$696K	Buy	+8,295	New	+$709K	﹤0.01%	1828
2020 Q4	–	Sell	-10,386	Closed	-$1.13M	–	2137
2020 Q3	$1.13M	Buy	+10,386	New	+$1.14M	0.01%	982

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

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

Marshall Wace's SCL Position: Q3 2024 in Review

Marshall Wace sold out of Stepan Co (SCL) in Q3 2024, closing a stake of 8,295 shares — an estimated $696K sold.

Marshall Wace first reported a position in SCL in Q3 2020 and held it in 2 quarters. The position peaked at $1.13M in Q3 2020. 231 funds tracked by Wall St. Rank hold SCL as of Q3 2024.

Marshall Wace reported no remaining Stepan Co position as of Q3 2024 after selling out during the quarter.
Marshall Wace sold 8,295 Stepan Co shares in Q3 2024, an estimated $696K.
Marshall Wace first reported a position in Stepan Co in Q3 2020 and held it in 2 quarters.
Marshall Wace's Stepan Co position peaked at $1.13M in Q3 2020.
231 funds tracked by Wall St. Rank held Stepan Co as of Q3 2024.

Based on Marshall Wace's 13F filing for Q3 2024, filed 14 Nov 2024.