Stifel Financial
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Stifel Financial’s Stepan Co SCL Stock Holding History

Stifel Financial’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
-3,364
Closed -$252K – 3409
2023
Q3 		$252K Sell
3,364
-9,395
-74% -$821K ﹤0.01% 2877
2023
Q2 		$1.22M Buy
12,759
+2,624
+26% +$249K ﹤0.01% 1951
2023
Q1 		$1.04M Buy
10,135
+1,268
+14% +$133K ﹤0.01% 2017
2022
Q4 		$944K Buy
8,867
+1,283
+17% +$135K ﹤0.01% 2044
2022
Q3 		$710K Sell
7,584
-228
-3% -$23.7K ﹤0.01% 2201
2022
Q2 		$792K Buy
7,812
+380
+5% +$39.3K ﹤0.01% 2161
2022
Q1 		$734K Buy
7,432
+560
+8% +$60.6K ﹤0.01% 2338
2021
Q4 		$854K Buy
6,872
+153
+2% +$18.5K ﹤0.01% 2237
2021
Q3 		$759K Buy
6,719
+1,402
+26% +$163K ﹤0.01% 2294
2021
Q2 		$640K Buy
+5,317
New +$696K ﹤0.01% 2431
2020
Q1 		– Sell
-3,013
Closed -$308K – 3046
2019
Q4 		$308K Sell
3,013
-2,105
-41% -$205K ﹤0.01% 2521
2019
Q3 		$500K Buy
5,118
+2,680
+110% +$254K ﹤0.01% 2170
2019
Q2 		$225K Buy
+2,438
New +$218K ﹤0.01% 2654

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Stifel Financial's SCL Position: Q4 2023 in Review

Stifel Financial sold out of Stepan Co (SCL) in Q4 2023, closing a stake of 3,364 shares — an estimated $252K sold.

Stifel Financial first reported a position in SCL in Q2 2019 and held it in 13 quarters. The position peaked at $1.22M in Q2 2023. 195 funds tracked by Wall St. Rank hold SCL as of Q4 2023.

  • Stifel Financial reported no remaining Stepan Co position as of Q4 2023 after selling out during the quarter.
  • Stifel Financial sold 3,364 Stepan Co shares in Q4 2023, an estimated $252K.
  • Stifel Financial first reported a position in Stepan Co in Q2 2019 and held it in 13 quarters.
  • Stifel Financial's Stepan Co position peaked at $1.22M in Q2 2023.
  • 195 funds tracked by Wall St. Rank held Stepan Co as of Q4 2023.

Based on Stifel Financial's 13F filing for Q4 2023, filed 12 Feb 2024.