Berman Capital Advisors’s Service Corp International SCI Stock Holding History

Berman Capital 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
2021 Q3	$18K	Buy	306 +118	+63%	+$7.18K	﹤0.01%	1019
2021 Q2	$10K	Sell	188 -5	-3%	-$266	﹤0.01%	1140
2021 Q1	$9K	Hold	193	–	–	﹤0.01%	1074
2020 Q4	$9K	Hold	193	–	–	﹤0.01%	964
2020 Q3	$8K	Buy	193 +18	+10%	+$768	﹤0.01%	887
2020 Q2	$6K	Sell	175 -32	-15%	-$1.23K	﹤0.01%	947
2020 Q1	$8K	Hold	207	–	–	﹤0.01%	737
2019 Q4	$9K	Buy	207 +1	+0.5%	+$45	﹤0.01%	787
2019 Q3	$9K	Hold	206	–	–	﹤0.01%	756
2019 Q2	$9K	Hold	206	–	–	﹤0.01%	782
2019 Q1	$8K	Buy	206 +50	+32%	+$2.09K	﹤0.01%	731
2018 Q4	$6K	Buy	+156	New	+$6.77K	﹤0.01%	645

Other funds holding SCI

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

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

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

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

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

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

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

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

ACM

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Berman Capital Advisors's SCI Position: Q3 2021 in Review

Berman Capital Advisors increased its Service Corp International (SCI) stake by 63% in Q3 2021, buying an estimated $7.18K and bringing the position to 306 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #1019.

Berman Capital Advisors first reported a position in SCI in Q4 2018 and has held it in 12 quarters since. 447 funds tracked by Wall St. Rank hold SCI as of Q3 2021.

Berman Capital Advisors held 306 shares of Service Corp International worth $18K as of Q3 2021.
Berman Capital Advisors bought 118 Service Corp International shares in Q3 2021, an estimated $7.18K.
Service Corp International made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1019 holding.
Berman Capital Advisors first reported a position in Service Corp International in Q4 2018 and has held it in 12 quarters since.
447 funds tracked by Wall St. Rank held Service Corp International as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.