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SpiderRock Advisors’s Stepan Co SCL Stock Holding History

SpiderRock Advisors’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 		$612K Hold
7,928
– – 0.01% 581
2024
Q2 		$666K Hold
7,928
– – 0.01% 496
2024
Q1 		$680K Buy
+7,928
New +$710K 0.02% 463

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

SpiderRock Advisors's SCL Position: Q3 2024 in Review

SpiderRock Advisors held its Stepan Co (SCL) position steady in Q3 2024 at 7,928 shares worth $612K. The position accounts for 0.01% of the portfolio, ranked #581.

SpiderRock Advisors first reported a position in SCL in Q1 2024 and has held it in 3 quarters since. The position peaked at $680K in Q1 2024. 231 funds tracked by Wall St. Rank hold SCL as of Q3 2024.

  • SpiderRock Advisors held 7,928 shares of Stepan Co worth $612K as of Q3 2024.
  • SpiderRock Advisors left its Stepan Co share count unchanged in Q3 2024.
  • Stepan Co made up 0.01% of SpiderRock Advisors's portfolio in Q3 2024, its #581 holding.
  • SpiderRock Advisors first reported a position in Stepan Co in Q1 2024 and has held it in 3 quarters since.
  • SpiderRock Advisors's Stepan Co position peaked at $680K in Q1 2024.
  • 231 funds tracked by Wall St. Rank held Stepan Co as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.