AmeriServ Wealth Advisors’s Service Corp International SCI Stock Holding History

AmeriServ Wealth Advisors’s Portfolio SCI Stock Details SCI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-5,000	Closed	-$234K	–	72
2019 Q2	$234K	Hold	5,000	–	–	0.31%	59
2019 Q1	$201K	Buy	+5,000	New	+$209K	0.42%	61
2015 Q1	–	Sell	-12,000	Closed	-$272K	–	115
2014 Q4	$272K	Hold	12,000	–	–	0.26%	97
2014 Q3	$254K	Hold	12,000	–	–	0.44%	86
2014 Q2	$249K	Hold	12,000	–	–	0.27%	98
2014 Q1	$239K	Buy	12,000 +1,000	+9%	+$18.4K	0.24%	109
2013 Q4	$199K	Buy	11,000 +1,000	+10%	+$18.2K	0.12%	171
2013 Q3	$186K	Hold	10,000	–	–	0.12%	172
2013 Q2	$180K	Buy	+10,000	New	+$170K	0.12%	165

Other funds holding SCI

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

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Select Equity Group

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Manhattan

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return