SIM
SCL icon

Studio Investment Management’s Stepan Co SCL Stock Holding History

Studio Investment 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
2025
Q2 		– Sell
-200
Closed -$11K – 286
2025
Q1 		$11K Hold
200
– – ﹤0.01% 255
2024
Q4 		$12.9K Hold
200
– – ﹤0.01% 248
2024
Q3 		$15.4K Hold
200
– – ﹤0.01% 235
2024
Q2 		$16.8K Hold
200
– – ﹤0.01% 222
2024
Q1 		$18K Hold
200
– – ﹤0.01% 218
2023
Q4 		$18.9K Hold
200
– – ﹤0.01% 205
2023
Q3 		$15K Buy
+200
New +$17.5K ﹤0.01% 197

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
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 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
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
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

Studio Investment Management's SCL Position: Q2 2025 in Review

Studio Investment Management sold out of Stepan Co (SCL) in Q2 2025, closing a stake of 200 shares — an estimated $11K sold.

Studio Investment Management first reported a position in SCL in Q3 2023 and held it in 7 quarters. The position peaked at $18.9K in Q4 2023. 204 funds tracked by Wall St. Rank hold SCL as of Q2 2025.

  • Studio Investment Management reported no remaining Stepan Co position as of Q2 2025 after selling out during the quarter.
  • Studio Investment Management sold 200 Stepan Co shares in Q2 2025, an estimated $11K.
  • Studio Investment Management first reported a position in Stepan Co in Q3 2023 and held it in 7 quarters.
  • Studio Investment Management's Stepan Co position peaked at $18.9K in Q4 2023.
  • 204 funds tracked by Wall St. Rank held Stepan Co as of Q2 2025.

Based on Studio Investment Management's 13F filing for Q2 2025, filed 30 Jul 2025.