Sterling Capital Management’s Stepan Co SCL Stock Holding History

Sterling Capital Management’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	$35.7K	Sell	714 -529	-43%	-$28.3K	﹤0.01%	1780
2025 Q4	$58.9K	Sell	1,243 -245	-16%	-$11.2K	﹤0.01%	1743
2025 Q3	$71K	Buy	1,488 +906	+156%	+$47K	﹤0.01%	1642
2025 Q2	$31.8K	Buy	582 +249	+75%	+$13.2K	﹤0.01%	1633
2025 Q1	$18.3K	Sell	333 -284	-46%	-$17.3K	﹤0.01%	1680
2024 Q4	$39.9K	Buy	617 +547	+781%	+$40.5K	﹤0.01%	1678
2024 Q3	$5.41K	Buy	+70	New	+$5.55K	﹤0.01%	1733
2019 Q3	$1.33M	Buy	+13,711	New	+$1.3M	0.01%	507
2016 Q2	–	Sell	-4,796	Closed	-$265K	–	992
2016 Q1	$265K	Buy	+4,796	New	+$231K	﹤0.01%	834

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