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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

AllianceBernstein

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

Fidelity International

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return