nVerses Capital’s Stepan Co SCL Stock Holding History

nVerses Capital’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 Q4	–	Sell	-1,300	Closed	-$100K	–	731
2024 Q3	$100K	Sell	1,300 -300	-19%	-$23.8K	0.05%	482
2024 Q2	$134K	Buy	+1,600	New	+$137K	0.08%	359

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

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

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

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

nVerses Capital's SCL Position: Q4 2024 in Review

nVerses Capital sold out of Stepan Co (SCL) in Q4 2024, closing a stake of 1,300 shares — an estimated $100K sold.

nVerses Capital first reported a position in SCL in Q2 2024 and held it in 2 quarters. The position peaked at $134K in Q2 2024. 208 funds tracked by Wall St. Rank hold SCL as of Q4 2024.

nVerses Capital reported no remaining Stepan Co position as of Q4 2024 after selling out during the quarter.
nVerses Capital sold 1,300 Stepan Co shares in Q4 2024, an estimated $100K.
nVerses Capital first reported a position in Stepan Co in Q2 2024 and held it in 2 quarters.
nVerses Capital's Stepan Co position peaked at $134K in Q2 2024.
208 funds tracked by Wall St. Rank held Stepan Co as of Q4 2024.

Based on nVerses Capital's 13F filing for Q4 2024.