Susquehanna Fundamental Investments’s Stepan Co SCL Stock Holding History

Susquehanna Fundamental Investments’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	-7,480	Closed	-$561K	–	283
2023 Q3	$561K	Hold	7,480	–	–	0.04%	243
2023 Q2	$715K	Sell	7,480 -200	-3%	-$19K	0.03%	387
2023 Q1	$791K	Hold	7,680	–	–	0.02%	574
2022 Q4	$818K	Buy	+7,680	New	+$805K	0.01%	717
2022 Q1	–	Sell	-2,900	Closed	-$360K	–	1674
2021 Q4	$360K	Buy	+2,900	New	+$350K	0.01%	1058
2021 Q2	–	Sell	-8,600	Closed	-$1.09M	–	1766
2021 Q1	$1.09M	Hold	8,600	–	–	0.02%	854
2020 Q4	$1.03M	Hold	8,600	–	–	0.02%	855
2020 Q3	$937K	Hold	8,600	–	–	0.03%	662
2020 Q2	$835K	Buy	+8,600	New	+$809K	0.04%	496

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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 San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Susquehanna Fundamental Investments's SCL Position: Q4 2023 in Review

Susquehanna Fundamental Investments sold out of Stepan Co (SCL) in Q4 2023, closing a stake of 7,480 shares — an estimated $561K sold.

Susquehanna Fundamental Investments first reported a position in SCL in Q2 2020 and held it in 9 quarters. The position peaked at $1.09M in Q1 2021. 195 funds tracked by Wall St. Rank hold SCL as of Q4 2023.

Susquehanna Fundamental Investments reported no remaining Stepan Co position as of Q4 2023 after selling out during the quarter.
Susquehanna Fundamental Investments sold 7,480 Stepan Co shares in Q4 2023, an estimated $561K.
Susquehanna Fundamental Investments first reported a position in Stepan Co in Q2 2020 and held it in 9 quarters.
Susquehanna Fundamental Investments's Stepan Co position peaked at $1.09M in Q1 2021.
195 funds tracked by Wall St. Rank held Stepan Co as of Q4 2023.

Based on Susquehanna Fundamental Investments's 13F filing for Q4 2023, filed 14 Feb 2024.