Sit Investment Associates’s Stepan Co SCL Stock Holding History

Sit Investment Associates’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
2026 Q1	$270K	Hold	5,400	–	–	0.01%	428
2025 Q4	$256K	Hold	5,400	–	–	0.01%	441
2025 Q3	$258K	Hold	5,400	–	–	0.01%	435
2025 Q2	$295K	Hold	5,400	–	–	0.01%	439
2025 Q1	$297K	Hold	5,400	–	–	0.01%	443
2024 Q4	$349K	Hold	5,400	–	–	0.01%	441
2024 Q3	$417K	Hold	5,400	–	–	0.01%	445
2024 Q2	$453K	Buy	5,400 +1,075	+25%	+$91.8K	0.01%	418
2024 Q1	$389K	Buy	4,325 +725	+20%	+$65K	0.01%	422
2023 Q4	$340K	Hold	3,600	–	–	0.01%	431
2023 Q3	$270K	Hold	3,600	–	–	0.01%	440
2023 Q2	$344K	Hold	3,600	–	–	0.01%	445
2023 Q1	$371K	Buy	3,600 +1,400	+64%	+$147K	0.01%	430
2022 Q4	$234K	Buy	2,200 +1,100	+100%	+$115K	0.01%	453
2022 Q3	$103K	Buy	+1,100	New	+$114K	﹤0.01%	484

Other funds holding SCL

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

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

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

American Century Companies

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

Geode Capital Management

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return