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Zacks Investment Management’s Stepan Co SCL Stock Holding History

Zacks Investment 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
Q3 		– Sell
-7,868
Closed -$661K – 762
2024
Q2 		$661K Buy
+7,868
New +$672K 0.01% 400
2021
Q4 		– Sell
-3,957
Closed -$447K – 669
2021
Q3 		$447K Sell
3,957
-4
-0.1% -$465 0.01% 468
2021
Q2 		$476K Buy
+3,961
New +$519K 0.01% 459
2021
Q1 		– Sell
-4,580
Closed -$546K – 572
2020
Q4 		$546K Sell
4,580
-568
-11% -$66.9K 0.01% 412
2020
Q3 		$561K Buy
+5,148
New +$563K 0.01% 395
2017
Q3 		– Sell
-38,854
Closed -$3.39M – 649
2017
Q2 		$3.39M Buy
38,854
+1,722
+5% +$145K 0.08% 168
2017
Q1 		$2.93M Buy
37,132
+1,154
+3% +$90.1K 0.07% 179
2016
Q4 		$2.93M Sell
35,978
-4,647
-11% -$359K 0.08% 173
2016
Q3 		$2.95M Buy
40,625
+10,603
+35% +$712K 0.08% 163
2016
Q2 		$1.79M Sell
30,022
-10,011
-25% -$588K 0.05% 224
2016
Q1 		$2.21M Sell
40,033
-2,497
-6% -$120K 0.07% 187
2015
Q4 		$2.11M Buy
+42,530
New +$2.13M 0.07% 193
2015
Q3 		– Sell
-28,070
Closed -$1.52M – 655
2015
Q2 		$1.52M Sell
28,070
-3,851
-12% -$190K 0.05% 218
2015
Q1 		$1.33M Buy
+31,921
New +$1.27M 0.04% 230

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Zacks Investment Management's SCL Position: Q3 2024 in Review

Zacks Investment Management sold out of Stepan Co (SCL) in Q3 2024, closing a stake of 7,868 shares — an estimated $661K sold.

Zacks Investment Management first reported a position in SCL in Q1 2015 and held it in 14 quarters. The position peaked at $3.39M in Q2 2017. 231 funds tracked by Wall St. Rank hold SCL as of Q3 2024.

  • Zacks Investment Management reported no remaining Stepan Co position as of Q3 2024 after selling out during the quarter.
  • Zacks Investment Management sold 7,868 Stepan Co shares in Q3 2024, an estimated $661K.
  • Zacks Investment Management first reported a position in Stepan Co in Q1 2015 and held it in 14 quarters.
  • Zacks Investment Management's Stepan Co position peaked at $3.39M in Q2 2017.
  • 231 funds tracked by Wall St. Rank held Stepan Co as of Q3 2024.

Based on Zacks Investment Management's 13F filing for Q3 2024, filed 14 Nov 2024.