Oakworth Capital’s Stepan Co SCL Stock Holding History

Oakworth 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 Q3	–	Sell	-50	Closed	-$4.2K	–	748
2024 Q2	$4.2K	Hold	50	–	–	﹤0.01%	589
2024 Q1	$4.5K	Hold	50	–	–	﹤0.01%	549
2023 Q4	$4.73K	Buy	+50	New	+$3.99K	﹤0.01%	553

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

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

Oakworth Capital's SCL Position: Q3 2024 in Review

Oakworth Capital sold out of Stepan Co (SCL) in Q3 2024, closing a stake of 50 shares — an estimated $4.2K sold.

Oakworth Capital first reported a position in SCL in Q4 2023 and held it in 3 quarters. The position peaked at $4.73K in Q4 2023. 231 funds tracked by Wall St. Rank hold SCL as of Q3 2024.

Oakworth Capital reported no remaining Stepan Co position as of Q3 2024 after selling out during the quarter.
Oakworth Capital sold 50 Stepan Co shares in Q3 2024, an estimated $4.2K.
Oakworth Capital first reported a position in Stepan Co in Q4 2023 and held it in 3 quarters.
Oakworth Capital's Stepan Co position peaked at $4.73K in Q4 2023.
231 funds tracked by Wall St. Rank held Stepan Co as of Q3 2024.

Based on Oakworth Capital's 13F filing for Q3 2024, filed 21 Oct 2024.