Tilia Fiduciary Partners’s Stepan Co SCL Stock Holding History

Tilia Fiduciary Partners’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 Q3	–	Sell	-49	Closed	-$4.66K	–	415
2023 Q2	$4.66K	Hold	49	–	–	﹤0.01%	442
2023 Q1	$5K	Buy	49 +1	+2%	+$105	﹤0.01%	423
2022 Q4	$5.15K	Hold	48	–	–	0.01%	407
2022 Q3	$5K	Hold	48	–	–	0.01%	427
2022 Q2	$5K	Hold	48	–	–	﹤0.01%	441
2022 Q1	$5K	Hold	48	–	–	﹤0.01%	462
2021 Q4	$6K	Buy	+48	New	+$5.79K	﹤0.01%	457

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

WHG

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

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

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

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Tilia Fiduciary Partners's SCL Position: Q3 2023 in Review

Tilia Fiduciary Partners sold out of Stepan Co (SCL) in Q3 2023, closing a stake of 49 shares — an estimated $4.66K sold.

Tilia Fiduciary Partners first reported a position in SCL in Q4 2021 and held it in 7 quarters. The position peaked at $6K in Q4 2021. 199 funds tracked by Wall St. Rank hold SCL as of Q3 2023.

Tilia Fiduciary Partners reported no remaining Stepan Co position as of Q3 2023 after selling out during the quarter.
Tilia Fiduciary Partners sold 49 Stepan Co shares in Q3 2023, an estimated $4.66K.
Tilia Fiduciary Partners first reported a position in Stepan Co in Q4 2021 and held it in 7 quarters.
Tilia Fiduciary Partners's Stepan Co position peaked at $6K in Q4 2021.
199 funds tracked by Wall St. Rank held Stepan Co as of Q3 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2023, filed 10 Oct 2023.