Sutton Wealth Advisors’s Stepan Co SCL Stock Holding History

Sutton Wealth Advisors’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 Q1	–	Sell	-692	Closed	-$73.7K	–	1429
2022 Q4	$73.7K	Sell	692 -14	-2%	-$1.47K	0.03%	303
2022 Q3	$66.1K	Sell	706 -4	-0.6%	-$416	0.03%	323
2022 Q2	$72K	Buy	710 +214	+43%	+$22.1K	0.03%	293
2022 Q1	$49K	Buy	496 +14	+3%	+$1.51K	0.02%	407
2021 Q4	$59.9K	Hold	482	–	–	0.02%	366
2021 Q3	$54.4K	Hold	482	–	–	0.02%	376
2021 Q2	$58K	Hold	482	–	–	0.02%	368
2021 Q1	$61.3K	Hold	482	–	–	0.02%	344
2020 Q4	$57.5K	Hold	482	–	–	0.02%	323
2020 Q3	$52.5K	Hold	482	–	–	0.03%	296
2020 Q2	$46.8K	Hold	482	–	–	0.02%	316
2020 Q1	$42.6K	Buy	482 +177	+58%	+$16.9K	0.03%	298
2019 Q4	$31.2K	Hold	305	–	–	0.02%	441
2019 Q3	$29.6K	Hold	305	–	–	0.02%	451
2019 Q2	$28K	Hold	305	–	–	0.02%	473
2019 Q1	$26.7K	Hold	305	–	–	0.02%	485
2018 Q4	$22.6K	Hold	305	–	–	0.01%	488
2018 Q3	$26.5K	Hold	305	–	–	0.02%	484
2018 Q2	$23.8K	Hold	305	–	–	0.02%	532
2018 Q1	$25.4K	Buy	305 +160	+110%	+$12.7K	0.02%	477
2017 Q4	$11.5K	Hold	145	–	–	0.01%	738
2017 Q3	$12.1K	Hold	145	–	–	0.01%	716
2017 Q2	$12.6K	Hold	145	–	–	0.01%	687
2017 Q1	$11.4K	Hold	145	–	–	0.01%	679
2016 Q4	$11.8K	Hold	145	–	–	0.01%	647
2016 Q3	$10.5K	Hold	145	–	–	0.01%	650
2016 Q2	$8.63K	Hold	145	–	–	0.01%	665
2016 Q1	$8.02K	Buy	+145	New	+$6.97K	0.01%	650

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

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

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

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

SAM

Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Sutton Wealth Advisors's SCL Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Stepan Co (SCL) in Q1 2023, closing a stake of 692 shares — an estimated $73.7K sold.

Sutton Wealth Advisors first reported a position in SCL in Q1 2016 and held it in 28 quarters. The position peaked at $73.7K in Q4 2022. 206 funds tracked by Wall St. Rank hold SCL as of Q1 2023.

Sutton Wealth Advisors reported no remaining Stepan Co position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 692 Stepan Co shares in Q1 2023, an estimated $73.7K.
Sutton Wealth Advisors first reported a position in Stepan Co in Q1 2016 and held it in 28 quarters.
Sutton Wealth Advisors's Stepan Co position peaked at $73.7K in Q4 2022.
206 funds tracked by Wall St. Rank held Stepan Co as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.