Putnam Investments’s Stepan Co SCL Stock Holding History

Putnam Investments’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 Q1	–	Sell	-3,649	Closed	-$388K	–	1195
2022 Q4	$388K	Sell	3,649 -1	-0%	-$105	﹤0.01%	997
2022 Q3	$342K	Sell	3,650 -779	-18%	-$81.1K	﹤0.01%	1037
2022 Q2	$449K	Sell	4,429 -2,051	-32%	-$212K	﹤0.01%	963
2022 Q1	$640K	Sell	6,480 -471	-7%	-$50.9K	﹤0.01%	954
2021 Q4	$864K	Buy	+6,951	New	+$839K	﹤0.01%	876

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 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

SAM

Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Putnam Investments's SCL Position: Q1 2023 in Review

Putnam Investments sold out of Stepan Co (SCL) in Q1 2023, closing a stake of 3,649 shares — an estimated $388K sold.

Putnam Investments first reported a position in SCL in Q4 2021 and held it in 5 quarters. The position peaked at $864K in Q4 2021. 206 funds tracked by Wall St. Rank hold SCL as of Q1 2023.

Putnam Investments reported no remaining Stepan Co position as of Q1 2023 after selling out during the quarter.
Putnam Investments sold 3,649 Stepan Co shares in Q1 2023, an estimated $388K.
Putnam Investments first reported a position in Stepan Co in Q4 2021 and held it in 5 quarters.
Putnam Investments's Stepan Co position peaked at $864K in Q4 2021.
206 funds tracked by Wall St. Rank held Stepan Co as of Q1 2023.

Based on Putnam Investments's 13F filing for Q1 2023, filed 22 May 2023.