Sierra Ocean’s Stepan Co SCL Stock Holding History

Sierra Ocean’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	-34	Closed	-$2.2K	–	1112
2024 Q4	$2.2K	Buy	+34	New	+$2.52K	﹤0.01%	753

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

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Sierra Ocean's SCL Position: Q1 2025 in Review

Sierra Ocean sold out of Stepan Co (SCL) in Q1 2025, closing a stake of 34 shares — an estimated $2.2K sold.

Sierra Ocean first reported a position in SCL in Q4 2024 and held it in 1 quarter. The position peaked at $2.2K in Q4 2024. 201 funds tracked by Wall St. Rank hold SCL as of Q1 2025.

Sierra Ocean reported no remaining Stepan Co position as of Q1 2025 after selling out during the quarter.
Sierra Ocean sold 34 Stepan Co shares in Q1 2025, an estimated $2.2K.
Sierra Ocean first reported a position in Stepan Co in Q4 2024 and held it in 1 quarter.
Sierra Ocean's Stepan Co position peaked at $2.2K in Q4 2024.
201 funds tracked by Wall St. Rank held Stepan Co as of Q1 2025.

Based on Sierra Ocean's 13F filing for Q1 2025, filed 29 Apr 2025.