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TFG Advisers’s Stepan Co SCL Stock Holding History

TFG Advisers’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
2024
Q2 		– Sell
-2,448
Closed -$220K – 206
2024
Q1 		$220K Sell
2,448
-244
-9% -$21.9K 0.09% 193
2023
Q4 		$255K Sell
2,692
-82
-3% -$6.55K 0.11% 170
2023
Q3 		$208K Sell
2,774
-289
-9% -$25.3K 0.1% 185
2023
Q2 		$293K Buy
3,063
+8
+0.3% +$760 0.13% 155
2023
Q1 		$315K Sell
3,055
-16
-0.5% -$1.68K 0.15% 142
2022
Q4 		$327K Buy
3,071
+32
+1% +$3.35K 0.17% 135
2022
Q3 		$285K Buy
3,039
+110
+4% +$11.4K 0.16% 143
2022
Q2 		$297K Sell
2,929
-26
-0.9% -$2.69K 0.16% 143
2022
Q1 		$292K Sell
2,955
-68
-2% -$7.36K 0.13% 157
2021
Q4 		$376K Buy
3,023
+6
+0.2% +$724 0.16% 139
2021
Q3 		$341K Buy
3,017
+177
+6% +$20.6K 0.17% 141
2021
Q2 		$342K Buy
2,840
+151
+6% +$19.8K 0.17% 138
2021
Q1 		$342K Buy
2,689
+57
+2% +$7.06K 0.18% 131
2020
Q4 		$313K Buy
2,632
+73
+3% +$8.59K 0.16% 140
2020
Q3 		$278K Buy
2,559
+201
+9% +$22K 0.16% 139
2020
Q2 		$228K Buy
+2,358
New +$222K 0.15% 146
2020
Q1 		– Sell
-1,185
Closed -$121K – 385
2019
Q4 		$121K Buy
+1,185
New +$115K 0.07% 209

Other funds holding SCL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TFG Advisers's SCL Position: Q2 2024 in Review

TFG Advisers sold out of Stepan Co (SCL) in Q2 2024, closing a stake of 2,448 shares — an estimated $220K sold.

TFG Advisers first reported a position in SCL in Q4 2019 and held it in 17 quarters. The position peaked at $376K in Q4 2021. 215 funds tracked by Wall St. Rank hold SCL as of Q2 2024.

  • TFG Advisers reported no remaining Stepan Co position as of Q2 2024 after selling out during the quarter.
  • TFG Advisers sold 2,448 Stepan Co shares in Q2 2024, an estimated $220K.
  • TFG Advisers first reported a position in Stepan Co in Q4 2019 and held it in 17 quarters.
  • TFG Advisers's Stepan Co position peaked at $376K in Q4 2021.
  • 215 funds tracked by Wall St. Rank held Stepan Co as of Q2 2024.

Based on TFG Advisers's 13F filing for Q2 2024, filed 25 Jul 2024.