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Mirabella Financial Services’s Stepan Co SCL Stock Holding History

Mirabella Financial Services’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
Q2 		– Sell
-3,685
Closed -$380K – 636
2023
Q1 		$380K Buy
+3,685
New +$387K 0.06% 249

Other funds holding SCL

BlackRock
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Vanguard Group
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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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return

Mirabella Financial Services's SCL Position: Q2 2023 in Review

Mirabella Financial Services sold out of Stepan Co (SCL) in Q2 2023, closing a stake of 3,685 shares — an estimated $380K sold.

Mirabella Financial Services first reported a position in SCL in Q1 2023 and held it in 1 quarter. The position peaked at $380K in Q1 2023. 195 funds tracked by Wall St. Rank hold SCL as of Q2 2023.

  • Mirabella Financial Services reported no remaining Stepan Co position as of Q2 2023 after selling out during the quarter.
  • Mirabella Financial Services sold 3,685 Stepan Co shares in Q2 2023, an estimated $380K.
  • Mirabella Financial Services first reported a position in Stepan Co in Q1 2023 and held it in 1 quarter.
  • Mirabella Financial Services's Stepan Co position peaked at $380K in Q1 2023.
  • 195 funds tracked by Wall St. Rank held Stepan Co as of Q2 2023.

Based on Mirabella Financial Services's 13F filing for Q2 2023, filed 7 Aug 2023.