New York Life Investment Management’s Stepan Co SCL Stock Holding History

New York Life Investment 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 Q2	–	Sell	-4,067	Closed	-$366K	–	1240
2024 Q1	$366K	Buy	4,067 +690	+20%	+$61.8K	﹤0.01%	1077
2023 Q4	$319K	Sell	3,377 -78	-2%	-$6.23K	﹤0.01%	1181
2023 Q3	$259K	Sell	3,455 -545	-14%	-$47.6K	﹤0.01%	1229
2023 Q2	$382K	Sell	4,000 -651	-14%	-$61.8K	﹤0.01%	1072
2023 Q1	$479K	Sell	4,651 -1,090	-19%	-$114K	0.01%	915
2022 Q4	$611K	Buy	5,741 +616	+12%	+$64.6K	0.01%	757
2022 Q3	$480K	Buy	5,125 +405	+9%	+$42.1K	0.01%	775
2022 Q2	$478K	Buy	+4,720	New	+$488K	0.01%	752

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

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

New York Life Investment Management's SCL Position: Q2 2024 in Review

New York Life Investment Management sold out of Stepan Co (SCL) in Q2 2024, closing a stake of 4,067 shares — an estimated $366K sold.

New York Life Investment Management first reported a position in SCL in Q2 2022 and held it in 8 quarters. The position peaked at $611K in Q4 2022. 215 funds tracked by Wall St. Rank hold SCL as of Q2 2024.

New York Life Investment Management reported no remaining Stepan Co position as of Q2 2024 after selling out during the quarter.
New York Life Investment Management sold 4,067 Stepan Co shares in Q2 2024, an estimated $366K.
New York Life Investment Management first reported a position in Stepan Co in Q2 2022 and held it in 8 quarters.
New York Life Investment Management's Stepan Co position peaked at $611K in Q4 2022.
215 funds tracked by Wall St. Rank held Stepan Co as of Q2 2024.

Based on New York Life Investment Management's 13F filing for Q2 2024, filed 5 Aug 2024.