Baystate Wealth Management’s Service Corp International SCI Stock Holding History

Baystate Wealth Management’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
2023 Q4	$1.12K	Hold	16	–	–	﹤0.01%	1141
2023 Q3	$934	Hold	16	–	–	﹤0.01%	895
2023 Q2	$1.05K	Hold	16	–	–	﹤0.01%	927
2023 Q1	$1.12K	Hold	16	–	–	﹤0.01%	918
2022 Q4	$1K	Hold	16	–	–	﹤0.01%	902
2022 Q3	$1K	Hold	16	–	–	﹤0.01%	848
2022 Q2	$1K	Hold	16	–	–	﹤0.01%	868
2022 Q1	$1K	Hold	16	–	–	﹤0.01%	853
2021 Q4	$1K	Hold	16	–	–	﹤0.01%	847
2021 Q3	$1K	Hold	16	–	–	﹤0.01%	800
2021 Q2	$1K	Hold	16	–	–	﹤0.01%	768
2021 Q1	$1K	Buy	+16	New	+$801	﹤0.01%	697

Other funds holding SCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Baystate Wealth Management's SCI Position: Q4 2023 in Review

Baystate Wealth Management held its Service Corp International (SCI) position steady in Q4 2023 at 16 shares worth $1.12K. The position accounts for ﹤0.01% of the portfolio, ranked #1141.

Baystate Wealth Management first reported a position in SCI in Q1 2021 and has held it in 12 quarters since. 472 funds tracked by Wall St. Rank hold SCI as of Q4 2023.

Baystate Wealth Management held 16 shares of Service Corp International worth $1.12K as of Q4 2023.
Baystate Wealth Management left its Service Corp International share count unchanged in Q4 2023.
Service Corp International made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #1141 holding.
Baystate Wealth Management first reported a position in Service Corp International in Q1 2021 and has held it in 12 quarters since.
472 funds tracked by Wall St. Rank held Service Corp International as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.