Surevest’s Stepan Co SCL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$2K Hold
17
﹤0.01% 408
2022
Q2
$2K Hold
17
﹤0.01% 431
2022
Q1
$2K Hold
17
﹤0.01% 414
2021
Q4
$2K Buy
+17
New +$2.05K ﹤0.01% 421

Other funds holding SCL

Surevest's SCL Position: Q3 2022 in Review

Surevest held its Stepan Co (SCL) position steady in Q3 2022 at 17 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #408.

Surevest first reported a position in SCL in Q4 2021 and has held it in 4 quarters since. 203 funds tracked by Wall St. Rank hold SCL as of Q3 2022.

  • Surevest held 17 shares of Stepan Co worth $2K as of Q3 2022.
  • Surevest left its Stepan Co share count unchanged in Q3 2022.
  • Stepan Co made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #408 holding.
  • Surevest first reported a position in Stepan Co in Q4 2021 and has held it in 4 quarters since.
  • 203 funds tracked by Wall St. Rank held Stepan Co as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.