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Belpointe Asset Management’s Service Corp International SCI Stock Holding History

Belpointe Asset 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
Q2 		– Sell
-960
Closed -$66K – 2858
2023
Q1 		$66K Buy
960
+180
+23% +$12.4K ﹤0.01% 1556
2022
Q4 		$53.9K Buy
+780
New +$52K ﹤0.01% 1561

Other funds holding SCI

Vanguard Group
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Belpointe Asset Management's SCI Position: Q2 2023 in Review

Belpointe Asset Management sold out of Service Corp International (SCI) in Q2 2023, closing a stake of 960 shares — an estimated $66K sold.

Belpointe Asset Management first reported a position in SCI in Q4 2022 and held it in 2 quarters. The position peaked at $66K in Q1 2023. 482 funds tracked by Wall St. Rank hold SCI as of Q2 2023.

  • Belpointe Asset Management reported no remaining Service Corp International position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 960 Service Corp International shares in Q2 2023, an estimated $66K.
  • Belpointe Asset Management first reported a position in Service Corp International in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Service Corp International position peaked at $66K in Q1 2023.
  • 482 funds tracked by Wall St. Rank held Service Corp International as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.