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Baldwin Wealth Partners’s Service Corp International SCI Stock Holding History

Baldwin Wealth Partners’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
2024
Q4 		– Sell
-2,350
Closed -$185K – 860
2024
Q3 		$185K Hold
2,350
– – 0.01% 340
2024
Q2 		$167K Hold
2,350
– – 0.01% 220
2024
Q1 		$174K Hold
2,350
– – 0.01% 224
2023
Q4 		$161K Hold
2,350
– – 0.01% 231
2023
Q3 		$134K Hold
2,350
– – 0.01% 265
2023
Q2 		$152K Hold
2,350
– – 0.01% 268
2023
Q1 		$162K Hold
2,350
– – 0.01% 260
2022
Q4 		$162K Buy
+2,350
New +$157K 0.01% 256

Other funds holding SCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Baldwin Wealth Partners's SCI Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Service Corp International (SCI) in Q4 2024, closing a stake of 2,350 shares — an estimated $185K sold.

Baldwin Wealth Partners first reported a position in SCI in Q4 2022 and held it in 8 quarters. The position peaked at $185K in Q3 2024. 533 funds tracked by Wall St. Rank hold SCI as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining Service Corp International position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 2,350 Service Corp International shares in Q4 2024, an estimated $185K.
  • Baldwin Wealth Partners first reported a position in Service Corp International in Q4 2022 and held it in 8 quarters.
  • Baldwin Wealth Partners's Service Corp International position peaked at $185K in Q3 2024.
  • 533 funds tracked by Wall St. Rank held Service Corp International as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.