TD Asset Management’s Stepan Co SCL Stock Holding History

TD Asset 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
2022 Q3	–	Sell	-12,900	Closed	-$1.31M	–	1506
2022 Q2	$1.31M	Sell	12,900 -4,300	-25%	-$445K	﹤0.01%	1130
2022 Q1	$1.7M	Hold	17,200	–	–	﹤0.01%	1131
2021 Q4	$2.14M	Sell	17,200 -4,900	-22%	-$591K	﹤0.01%	1113
2021 Q3	$2.5M	Hold	22,100	–	–	﹤0.01%	1021
2021 Q2	$2.61M	Sell	22,100 -1,500	-6%	-$196K	﹤0.01%	1021
2021 Q1	$3M	Buy	23,600 +4,980	+27%	+$617K	﹤0.01%	975
2020 Q4	$2.22M	Buy	18,620 +1,630	+10%	+$192K	﹤0.01%	1010
2020 Q3	$1.85M	Buy	16,990 +3,200	+23%	+$350K	﹤0.01%	928
2020 Q2	$1.34M	Buy	+13,790	New	+$1.3M	﹤0.01%	971
2019 Q2	–	Sell	-6,140	Closed	-$537K	–	1359
2019 Q1	$537K	Sell	6,140 -4,030	-40%	-$350K	﹤0.01%	1181
2018 Q4	$753K	Buy	10,170 +20	+0.2%	+$1.63K	﹤0.01%	1126
2018 Q3	$883K	Buy	10,150 +4,340	+75%	+$374K	﹤0.01%	1189
2018 Q2	$453K	Buy	+5,810	New	+$444K	﹤0.01%	1282

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

SAM

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

TD Asset Management's SCL Position: Q3 2022 in Review

TD Asset Management sold out of Stepan Co (SCL) in Q3 2022, closing a stake of 12,900 shares — an estimated $1.31M sold.

TD Asset Management first reported a position in SCL in Q2 2018 and held it in 13 quarters. The position peaked at $3M in Q1 2021. 203 funds tracked by Wall St. Rank hold SCL as of Q3 2022.

TD Asset Management reported no remaining Stepan Co position as of Q3 2022 after selling out during the quarter.
TD Asset Management sold 12,900 Stepan Co shares in Q3 2022, an estimated $1.31M.
TD Asset Management first reported a position in Stepan Co in Q2 2018 and held it in 13 quarters.
TD Asset Management's Stepan Co position peaked at $3M in Q1 2021.
203 funds tracked by Wall St. Rank held Stepan Co as of Q3 2022.

Based on TD Asset Management's 13F filing for Q3 2022, filed 7 Nov 2022.