Mine & Arao Wealth Creation & Management’s Stepan Co SCL Stock Holding History

Mine & Arao Wealth Creation & 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
2023 Q4	–	Sell	-251	Closed	-$18.8K	–	327
2023 Q3	$18.8K	Hold	251	–	–	0.01%	182
2023 Q2	$24K	Hold	251	–	–	0.01%	177
2023 Q1	$25.8K	Hold	251	–	–	0.02%	176
2022 Q4	$26.7K	Hold	251	–	–	0.02%	169
2022 Q3	$23K	Hold	251	–	–	0.02%	174
2022 Q2	$25K	Buy	251 +1	+0.4%	+$103	0.02%	181
2022 Q1	$25K	Hold	250	–	–	0.01%	188
2021 Q4	$31K	Hold	250	–	–	0.02%	182
2021 Q3	$28K	Hold	250	–	–	0.02%	185
2021 Q2	$30K	Hold	250	–	–	0.02%	173
2021 Q1	$32K	Hold	250	–	–	0.02%	158
2020 Q4	$30K	Hold	250	–	–	0.02%	154
2020 Q3	$27K	Hold	250	–	–	0.02%	150
2020 Q2	$24K	Hold	250	–	–	0.02%	145
2020 Q1	$22K	Hold	250	–	–	0.03%	143
2019 Q4	$26K	Buy	+250	New	+$24.4K	0.02%	152

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Mine & Arao Wealth Creation & Management's SCL Position: Q4 2023 in Review

Mine & Arao Wealth Creation & Management sold out of Stepan Co (SCL) in Q4 2023, closing a stake of 251 shares — an estimated $18.8K sold.

Mine & Arao Wealth Creation & Management first reported a position in SCL in Q4 2019 and held it in 16 quarters. The position peaked at $32K in Q1 2021. 195 funds tracked by Wall St. Rank hold SCL as of Q4 2023.

Mine & Arao Wealth Creation & Management reported no remaining Stepan Co position as of Q4 2023 after selling out during the quarter.
Mine & Arao Wealth Creation & Management sold 251 Stepan Co shares in Q4 2023, an estimated $18.8K.
Mine & Arao Wealth Creation & Management first reported a position in Stepan Co in Q4 2019 and held it in 16 quarters.
Mine & Arao Wealth Creation & Management's Stepan Co position peaked at $32K in Q1 2021.
195 funds tracked by Wall St. Rank held Stepan Co as of Q4 2023.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q4 2023, filed 6 Feb 2024.