Truist Financial
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Truist Financial’s Stepan Co SCL Stock Holding History

Truist Financial’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
2021
Q3 		– Sell
-3,010
Closed -$362K – 2811
2021
Q2 		$362K Buy
3,010
+786
+35% +$103K ﹤0.01% 2263
2021
Q1 		$283K Buy
+2,224
New +$276K ﹤0.01% 2325
2020
Q3 		– Sell
-4,585
Closed -$445K – 2542
2020
Q2 		$445K Buy
+4,585
New +$431K ﹤0.01% 1688

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return

Truist Financial's SCL Position: Q3 2021 in Review

Truist Financial sold out of Stepan Co (SCL) in Q3 2021, closing a stake of 3,010 shares — an estimated $362K sold.

Truist Financial first reported a position in SCL in Q2 2020 and held it in 3 quarters. The position peaked at $445K in Q2 2020. 203 funds tracked by Wall St. Rank hold SCL as of Q3 2021.

  • Truist Financial reported no remaining Stepan Co position as of Q3 2021 after selling out during the quarter.
  • Truist Financial sold 3,010 Stepan Co shares in Q3 2021, an estimated $362K.
  • Truist Financial first reported a position in Stepan Co in Q2 2020 and held it in 3 quarters.
  • Truist Financial's Stepan Co position peaked at $445K in Q2 2020.
  • 203 funds tracked by Wall St. Rank held Stepan Co as of Q3 2021.

Based on Truist Financial's 13F filing for Q3 2021, filed 5 Nov 2021.