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Vanguard Personalized Indexing Management’s Stepan Co SCL Stock Holding History

Vanguard Personalized Indexing 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
2024
Q2 		– Sell
-2,758
Closed -$248K – 1739
2024
Q1 		$248K Buy
2,758
+235
+9% +$21.1K 0.01% 1351
2023
Q4 		$239K Buy
+2,523
New +$202K 0.01% 1333
2023
Q2 		– Sell
-2,124
Closed -$219K – 1518
2023
Q1 		$219K Buy
+2,124
New +$223K 0.01% 1283

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

Vanguard Personalized Indexing Management's SCL Position: Q2 2024 in Review

Vanguard Personalized Indexing Management sold out of Stepan Co (SCL) in Q2 2024, closing a stake of 2,758 shares — an estimated $248K sold.

Vanguard Personalized Indexing Management first reported a position in SCL in Q1 2023 and held it in 3 quarters. The position peaked at $248K in Q1 2024. 215 funds tracked by Wall St. Rank hold SCL as of Q2 2024.

  • Vanguard Personalized Indexing Management reported no remaining Stepan Co position as of Q2 2024 after selling out during the quarter.
  • Vanguard Personalized Indexing Management sold 2,758 Stepan Co shares in Q2 2024, an estimated $248K.
  • Vanguard Personalized Indexing Management first reported a position in Stepan Co in Q1 2023 and held it in 3 quarters.
  • Vanguard Personalized Indexing Management's Stepan Co position peaked at $248K in Q1 2024.
  • 215 funds tracked by Wall St. Rank held Stepan Co as of Q2 2024.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2024, filed 12 Aug 2024.