Sugarloaf Wealth Management’s Stepan Co SCL Stock Holding History

Sugarloaf Wealth 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
2024 Q3	–	Sell	-28	Closed	-$2.35K	–	712
2024 Q2	$2.35K	Hold	28	–	–	﹤0.01%	579
2024 Q1	$2.52K	Hold	28	–	–	﹤0.01%	582
2023 Q4	$2.65K	Hold	28	–	–	﹤0.01%	587
2023 Q3	$2.1K	Hold	28	–	–	﹤0.01%	599
2023 Q2	$2.68K	Hold	28	–	–	﹤0.01%	600
2023 Q1	$2.88K	Hold	28	–	–	﹤0.01%	588
2022 Q4	$2.98K	Hold	28	–	–	﹤0.01%	636
2022 Q3	$3K	Hold	28	–	–	﹤0.01%	682
2022 Q2	$3K	Hold	28	–	–	﹤0.01%	673
2022 Q1	$3K	Hold	28	–	–	﹤0.01%	621
2021 Q4	$3K	Hold	28	–	–	﹤0.01%	646
2021 Q3	$3K	Hold	28	–	–	﹤0.01%	662
2021 Q2	$3K	Hold	28	–	–	﹤0.01%	655
2021 Q1	$4	Hold	28	–	–	﹤0.01%	616
2020 Q4	$3K	Hold	28	–	–	﹤0.01%	611
2020 Q3	$3K	Hold	28	–	–	﹤0.01%	586
2020 Q2	$3K	Hold	28	–	–	﹤0.01%	579
2020 Q1	$2K	Hold	28	–	–	﹤0.01%	613
2019 Q4	$3K	Buy	+28	New	+$2.73K	﹤0.01%	610

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

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

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 Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

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

Sugarloaf Wealth Management's SCL Position: Q3 2024 in Review

Sugarloaf Wealth Management sold out of Stepan Co (SCL) in Q3 2024, closing a stake of 28 shares — an estimated $2.35K sold.

Sugarloaf Wealth Management first reported a position in SCL in Q4 2019 and held it in 19 quarters. The position peaked at $3K in Q3 2022. 231 funds tracked by Wall St. Rank hold SCL as of Q3 2024.

Sugarloaf Wealth Management reported no remaining Stepan Co position as of Q3 2024 after selling out during the quarter.
Sugarloaf Wealth Management sold 28 Stepan Co shares in Q3 2024, an estimated $2.35K.
Sugarloaf Wealth Management first reported a position in Stepan Co in Q4 2019 and held it in 19 quarters.
Sugarloaf Wealth Management's Stepan Co position peaked at $3K in Q3 2022.
231 funds tracked by Wall St. Rank held Stepan Co as of Q3 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q3 2024, filed 8 Oct 2024.