Steward Partners Investment Advisory’s Stepan Co SCL Stock Holding History

Steward Partners Investment Advisory’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 Q4	–	Sell	-67	Closed	-$5.02K	–	3566
2023 Q3	$5.02K	Sell	67 -5	-7%	-$437	﹤0.01%	2827
2023 Q2	$6.88K	Sell	72 -6	-8%	-$570	﹤0.01%	2688
2023 Q1	$8.04K	Sell	78 -5	-6%	-$525	﹤0.01%	2622
2022 Q4	$8.84K	Sell	83 -1	-1%	-$105	﹤0.01%	2581
2022 Q3	$8K	Hold	84	–	–	﹤0.01%	2623
2022 Q2	$9K	Hold	84	–	–	﹤0.01%	2571
2022 Q1	$8K	Hold	84	–	–	﹤0.01%	2745
2021 Q4	$10K	Hold	84	–	–	﹤0.01%	2609
2021 Q3	$9K	Sell	84 -26	-24%	-$3.03K	﹤0.01%	2641
2021 Q2	$13K	Hold	110	–	–	﹤0.01%	5664
2021 Q1	$14K	Hold	110	–	–	﹤0.01%	2643
2020 Q4	$13K	Sell	110 -5	-4%	-$589	﹤0.01%	2220
2020 Q3	$13K	Hold	115	–	–	﹤0.01%	2049
2020 Q2	$11K	Hold	115	–	–	﹤0.01%	2008
2020 Q1	$10K	Hold	115	–	–	﹤0.01%	1869
2019 Q4	$11K	Hold	115	–	–	﹤0.01%	1986
2019 Q3	$11K	Hold	115	–	–	﹤0.01%	1958
2019 Q2	$10K	Buy	+115	New	+$10.3K	﹤0.01%	1991

Other funds holding SCL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Steward Partners Investment Advisory's SCL Position: Q4 2023 in Review

Steward Partners Investment Advisory sold out of Stepan Co (SCL) in Q4 2023, closing a stake of 67 shares — an estimated $5.02K sold.

Steward Partners Investment Advisory first reported a position in SCL in Q2 2019 and held it in 18 quarters. The position peaked at $14K in Q1 2021. 195 funds tracked by Wall St. Rank hold SCL as of Q4 2023.

Steward Partners Investment Advisory reported no remaining Stepan Co position as of Q4 2023 after selling out during the quarter.
Steward Partners Investment Advisory sold 67 Stepan Co shares in Q4 2023, an estimated $5.02K.
Steward Partners Investment Advisory first reported a position in Stepan Co in Q2 2019 and held it in 18 quarters.
Steward Partners Investment Advisory's Stepan Co position peaked at $14K in Q1 2021.
195 funds tracked by Wall St. Rank held Stepan Co as of Q4 2023.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2023, filed 12 Feb 2024.