Zions Bancorporation’s Stepan Co SCL Stock Holding History

Zions Bancorporation’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
2022 Q3	–	Sell	-14	Closed	-$1K	–	1057
2022 Q2	$1K	Sell	14 -5	-26%	-$517	﹤0.01%	1048
2022 Q1	$2K	Buy	+19	New	+$2.06K	﹤0.01%	1069

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

WHG

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

SAM

Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Zions Bancorporation's SCL Position: Q3 2022 in Review

Zions Bancorporation sold out of Stepan Co (SCL) in Q3 2022, closing a stake of 14 shares — an estimated $1K sold.

Zions Bancorporation first reported a position in SCL in Q1 2022 and held it in 2 quarters. The position peaked at $2K in Q1 2022. 203 funds tracked by Wall St. Rank hold SCL as of Q3 2022.

Zions Bancorporation reported no remaining Stepan Co position as of Q3 2022 after selling out during the quarter.
Zions Bancorporation sold 14 Stepan Co shares in Q3 2022, an estimated $1K.
Zions Bancorporation first reported a position in Stepan Co in Q1 2022 and held it in 2 quarters.
Zions Bancorporation's Stepan Co position peaked at $2K in Q1 2022.
203 funds tracked by Wall St. Rank held Stepan Co as of Q3 2022.

Based on Zions Bancorporation's 13F filing for Q3 2022, filed 8 Nov 2022.