Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s Stepan Co SCL Stock Holding History

Northwestern Mutual Wealth 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
Q3 		– Sell
-5
Closed -$420 – 3819
2024
Q2 		$420 Buy
+5
New +$427 ﹤0.01% 3311
2023
Q3 		– Sell
-8
Closed -$764 – 3503
2023
Q2 		$764 Buy
+8
New +$760 ﹤0.01% 3126
2021
Q4 		– Sell
-15
Closed -$2K – 3307
2021
Q3 		$2K Buy
15
+8
+114% +$931 ﹤0.01% 2873
2021
Q2 		$1K Buy
+7
New +$916 ﹤0.01% 2919
2020
Q2 		– Sell
-12
Closed -$1K – 2651
2020
Q1 		$1K Buy
+12
New +$1.15K ﹤0.01% 2453
2015
Q1 		– Sell
-60
Closed -$2K – 1783
2014
Q4 		$2K Buy
+60
New +$2.55K ﹤0.01% 1546

Other funds holding SCL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
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
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northwestern Mutual Wealth Management's SCL Position: Q3 2024 in Review

Northwestern Mutual Wealth Management sold out of Stepan Co (SCL) in Q3 2024, closing a stake of 5 shares — an estimated $420 sold.

Northwestern Mutual Wealth Management first reported a position in SCL in Q4 2014 and held it in 6 quarters. The position peaked at $2K in Q3 2021. 231 funds tracked by Wall St. Rank hold SCL as of Q3 2024.

  • Northwestern Mutual Wealth Management reported no remaining Stepan Co position as of Q3 2024 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 5 Stepan Co shares in Q3 2024, an estimated $420.
  • Northwestern Mutual Wealth Management first reported a position in Stepan Co in Q4 2014 and held it in 6 quarters.
  • Northwestern Mutual Wealth Management's Stepan Co position peaked at $2K in Q3 2021.
  • 231 funds tracked by Wall St. Rank held Stepan Co as of Q3 2024.

Based on Northwestern Mutual Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.