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TFC Financial Management’s Stepan Co SCL Stock Holding History

TFC Financial 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
2025
Q1 		– Sell
-1
Closed -$65 – 1033
2024
Q4 		$65 Hold
1
– – ﹤0.01% 880
2024
Q3 		$78 Buy
+1
New +$79 ﹤0.01% 890

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HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Dimensional Fund Advisors
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

TFC Financial Management's SCL Position: Q1 2025 in Review

TFC Financial Management sold out of Stepan Co (SCL) in Q1 2025, closing a stake of 1 share — an estimated $65 sold.

TFC Financial Management first reported a position in SCL in Q3 2024 and held it in 2 quarters. The position peaked at $78 in Q3 2024. 201 funds tracked by Wall St. Rank hold SCL as of Q1 2025.

  • TFC Financial Management reported no remaining Stepan Co position as of Q1 2025 after selling out during the quarter.
  • TFC Financial Management sold 1 Stepan Co share in Q1 2025, an estimated $65.
  • TFC Financial Management first reported a position in Stepan Co in Q3 2024 and held it in 2 quarters.
  • TFC Financial Management's Stepan Co position peaked at $78 in Q3 2024.
  • 201 funds tracked by Wall St. Rank held Stepan Co as of Q1 2025.

Based on TFC Financial Management's 13F filing for Q1 2025, filed 24 Apr 2025.