Sageworth Trust’s Stepan Co SCL Stock Holding History

Sageworth Trust’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
2022 Q1	–	Sell	-23	Closed	-$3K	–	707
2021 Q4	$3K	Sell	23 -77	-77%	-$9.29K	﹤0.01%	534
2021 Q3	$11K	Hold	100	–	–	﹤0.01%	537
2021 Q2	$12K	Buy	+100	New	+$13.1K	﹤0.01%	547

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sageworth Trust's SCL Position: Q1 2022 in Review

Sageworth Trust sold out of Stepan Co (SCL) in Q1 2022, closing a stake of 23 shares — an estimated $3K sold.

Sageworth Trust first reported a position in SCL in Q2 2021 and held it in 3 quarters. The position peaked at $12K in Q2 2021. 209 funds tracked by Wall St. Rank hold SCL as of Q1 2022.

Sageworth Trust reported no remaining Stepan Co position as of Q1 2022 after selling out during the quarter.
Sageworth Trust sold 23 Stepan Co shares in Q1 2022, an estimated $3K.
Sageworth Trust first reported a position in Stepan Co in Q2 2021 and held it in 3 quarters.
Sageworth Trust's Stepan Co position peaked at $12K in Q2 2021.
209 funds tracked by Wall St. Rank held Stepan Co as of Q1 2022.

Based on Sageworth Trust's 13F filing for Q1 2022, filed 6 May 2022.