SJS Investment Consulting’s Stepan Co SCL Stock Holding History

SJS Investment Consulting’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	$1K	Buy	+20	New	+$1.07K	﹤0.01%	1472
2025 Q2	–	Sell	-1	Closed	-$56	–	1641
2025 Q1	$56	Sell	1 -2	-67%	-$122	﹤0.01%	1555
2024 Q4	$195	Sell	3 -3	-50%	-$222	﹤0.01%	1462
2024 Q3	$464	Hold	6	–	–	﹤0.01%	1354
2024 Q2	$504	Hold	6	–	–	﹤0.01%	1293
2024 Q1	$541	Hold	6	–	–	﹤0.01%	1261
2023 Q4	$568	Buy	6 +3	+100%	+$240	﹤0.01%	1205
2023 Q3	$225	Sell	3 -2	-40%	-$175	﹤0.01%	1436
2023 Q2	$478	Buy	5 +2	+67%	+$190	﹤0.01%	1176
2023 Q1	$310	Sell	3 -4	-57%	-$420	﹤0.01%	1275
2022 Q4	$745	Buy	7 +3	+75%	+$314	﹤0.01%	1074
2022 Q3	$0	Buy	+4	New	+$416	﹤0.01%	1487
2022 Q1	$0	Buy	+1	New	+$108	﹤0.01%	1255

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