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Steward Financial Group’s Stepan Co SCL Stock Holding History

Steward Financial Group’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
2023
Q3 		$0 Buy
+1
New +$87 ﹤0.01% 1538
2022
Q3 		– Sell
-11
Closed -$1K – 1093
2022
Q2 		$1K Buy
+11
New +$1.14K ﹤0.01% 852

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Steward Financial Group's SCL Position: Q3 2023 in Review

Steward Financial Group opened a new position in Stepan Co (SCL) in Q3 2023: 1 share worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1538 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in SCL as recently as Q2 2022.

Steward Financial Group first reported a position in SCL in Q2 2022 and has held it in 2 quarters since. The position peaked at $1K in Q2 2022. 199 funds tracked by Wall St. Rank hold SCL as of Q3 2023.

  • Steward Financial Group held 1 share of Stepan Co worth $0 as of Q3 2023.
  • Stepan Co was a new Steward Financial Group position in Q3 2023.
  • Stepan Co made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1538 holding.
  • Steward Financial Group first reported a position in Stepan Co in Q2 2022 and has held it in 2 quarters since.
  • Steward Financial Group's Stepan Co position peaked at $1K in Q2 2022.
  • 199 funds tracked by Wall St. Rank held Stepan Co as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.