Tarbox Family Office’s Stepan Co SCL Stock Holding History

Tarbox Family Office’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
2022 Q2	–	Sell	-41	Closed	-$4K	–	820
2022 Q1	$4K	Hold	41	–	–	﹤0.01%	622
2021 Q4	$5K	Hold	41	–	–	﹤0.01%	622
2021 Q3	$5K	Hold	41	–	–	﹤0.01%	653
2021 Q2	$5K	Hold	41	–	–	﹤0.01%	651
2021 Q1	$5K	Hold	41	–	–	﹤0.01%	579
2020 Q4	$5K	Hold	41	–	–	﹤0.01%	539
2020 Q3	$4K	Hold	41	–	–	﹤0.01%	556
2020 Q2	$4K	Hold	41	–	–	﹤0.01%	553
2020 Q1	$4K	Hold	41	–	–	﹤0.01%	486
2019 Q4	$4K	Hold	41	–	–	﹤0.01%	595
2019 Q3	$4K	Hold	41	–	–	﹤0.01%	529
2019 Q2	$4K	Buy	+41	New	+$3.66K	﹤0.01%	529

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

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

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

SAM

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Tarbox Family Office's SCL Position: Q2 2022 in Review

Tarbox Family Office sold out of Stepan Co (SCL) in Q2 2022, closing a stake of 41 shares — an estimated $4K sold.

Tarbox Family Office first reported a position in SCL in Q2 2019 and held it in 12 quarters. The position peaked at $5K in Q4 2021. 202 funds tracked by Wall St. Rank hold SCL as of Q2 2022.

Tarbox Family Office reported no remaining Stepan Co position as of Q2 2022 after selling out during the quarter.
Tarbox Family Office sold 41 Stepan Co shares in Q2 2022, an estimated $4K.
Tarbox Family Office first reported a position in Stepan Co in Q2 2019 and held it in 12 quarters.
Tarbox Family Office's Stepan Co position peaked at $5K in Q4 2021.
202 funds tracked by Wall St. Rank held Stepan Co as of Q2 2022.

Based on Tarbox Family Office's 13F filing for Q2 2022, filed 19 Jul 2022.