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Sherbrooke Park Advisers’s Stepan Co SCL Stock Holding History

Sherbrooke Park Advisers’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
-9,887
Closed -$830K – 1222
2024
Q2 		$830K Buy
9,887
+4,544
+85% +$388K 0.15% 225
2024
Q1 		$481K Buy
+5,343
New +$479K 0.09% 371

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
State Street
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
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sherbrooke Park Advisers's SCL Position: Q3 2024 in Review

Sherbrooke Park Advisers sold out of Stepan Co (SCL) in Q3 2024, closing a stake of 9,887 shares — an estimated $830K sold.

Sherbrooke Park Advisers first reported a position in SCL in Q1 2024 and held it in 2 quarters. The position peaked at $830K in Q2 2024. 231 funds tracked by Wall St. Rank hold SCL as of Q3 2024.

  • Sherbrooke Park Advisers reported no remaining Stepan Co position as of Q3 2024 after selling out during the quarter.
  • Sherbrooke Park Advisers sold 9,887 Stepan Co shares in Q3 2024, an estimated $830K.
  • Sherbrooke Park Advisers first reported a position in Stepan Co in Q1 2024 and held it in 2 quarters.
  • Sherbrooke Park Advisers's Stepan Co position peaked at $830K in Q2 2024.
  • 231 funds tracked by Wall St. Rank held Stepan Co as of Q3 2024.

Based on Sherbrooke Park Advisers's 13F filing for Q3 2024, filed 14 Nov 2024.