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Strategic Investment Solutions’s Stepan Co SCL Stock Holding History

Strategic Investment Solutions’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
Q4 		– Sell
-1,525
Closed -$118K – 684
2024
Q3 		$118K Hold
1,525
– – 0.04% 127
2024
Q2 		$129K Buy
+1,525
New +$130K 0.04% 117

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
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 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

Strategic Investment Solutions's SCL Position: Q4 2024 in Review

Strategic Investment Solutions sold out of Stepan Co (SCL) in Q4 2024, closing a stake of 1,525 shares — an estimated $118K sold.

Strategic Investment Solutions first reported a position in SCL in Q2 2024 and held it in 2 quarters. The position peaked at $129K in Q2 2024. 208 funds tracked by Wall St. Rank hold SCL as of Q4 2024.

  • Strategic Investment Solutions reported no remaining Stepan Co position as of Q4 2024 after selling out during the quarter.
  • Strategic Investment Solutions sold 1,525 Stepan Co shares in Q4 2024, an estimated $118K.
  • Strategic Investment Solutions first reported a position in Stepan Co in Q2 2024 and held it in 2 quarters.
  • Strategic Investment Solutions's Stepan Co position peaked at $129K in Q2 2024.
  • 208 funds tracked by Wall St. Rank held Stepan Co as of Q4 2024.

Based on Strategic Investment Solutions's 13F filing for Q4 2024, filed 13 Feb 2025.