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Savant Capital’s Stepan Co SCL Stock Holding History

Savant 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
2025
Q1 		– Sell
-4,043
Closed -$262K – 1374
2024
Q4 		$262K Sell
4,043
-717
-15% -$53.1K ﹤0.01% 1183
2024
Q3 		$368K Sell
4,760
-1,234
-21% -$97.8K ﹤0.01% 1004
2024
Q2 		$503K Sell
5,994
-516
-8% -$44.1K 0.01% 792
2024
Q1 		$586K Sell
6,510
-865
-12% -$77.5K 0.01% 687
2023
Q4 		$697K Sell
7,375
-615
-8% -$49.1K 0.01% 493
2023
Q3 		$599K Sell
7,990
-2
-0% -$175 0.01% 488
2023
Q2 		$764K Sell
7,992
-1
-0% -$95 0.01% 437
2023
Q1 		$824K Sell
7,993
-940
-11% -$98.7K 0.02% 365
2022
Q4 		$951K Sell
8,933
-659
-7% -$69.1K 0.02% 263
2022
Q3 		$898K Sell
9,592
-64
-0.7% -$6.66K 0.03% 248
2022
Q2 		$979K Sell
9,656
-144
-1% -$14.9K 0.03% 232
2022
Q1 		$968K Sell
9,800
-91
-0.9% -$9.84K 0.03% 244
2021
Q4 		$1.23M Buy
9,891
+58
+0.6% +$7K 0.04% 216
2021
Q3 		$1.11M Sell
9,833
-2
-0% -$233 0.04% 206
2021
Q2 		$1.18M Sell
9,835
-383
-4% -$50.1K 0.05% 187
2021
Q1 		$1.3M Hold
10,218
– – 0.07% 163
2020
Q4 		$1.22M Sell
10,218
-76
-0.7% -$8.95K 0.07% 167
2020
Q3 		$1.12M Buy
10,294
+6
+0.1% +$656 0.08% 163
2020
Q2 		$999K Hold
10,288
– – 0.08% 173
2020
Q1 		$910K Buy
+10,288
New +$982K 0.09% 161

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
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Savant Capital's SCL Position: Q1 2025 in Review

Savant Capital sold out of Stepan Co (SCL) in Q1 2025, closing a stake of 4,043 shares — an estimated $262K sold.

Savant Capital first reported a position in SCL in Q1 2020 and held it in 20 quarters. The position peaked at $1.3M in Q1 2021. 201 funds tracked by Wall St. Rank hold SCL as of Q1 2025.

  • Savant Capital reported no remaining Stepan Co position as of Q1 2025 after selling out during the quarter.
  • Savant Capital sold 4,043 Stepan Co shares in Q1 2025, an estimated $262K.
  • Savant Capital first reported a position in Stepan Co in Q1 2020 and held it in 20 quarters.
  • Savant Capital's Stepan Co position peaked at $1.3M in Q1 2021.
  • 201 funds tracked by Wall St. Rank held Stepan Co as of Q1 2025.

Based on Savant Capital's 13F filing for Q1 2025, filed 8 May 2025.