Blue Bell Private Wealth Management’s Service Corp International SCI Stock Holding History

Blue Bell Private 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
2024 Q3	–	Sell	-50	Closed	-$3.56K	–	713
2024 Q2	$3.56K	Hold	50	–	–	﹤0.01%	598
2024 Q1	$3.71K	Hold	50	–	–	﹤0.01%	596
2023 Q4	$3.42K	Hold	50	–	–	﹤0.01%	589
2023 Q3	$2.86K	Hold	50	–	–	﹤0.01%	551
2023 Q2	$3.23K	Hold	50	–	–	﹤0.01%	545
2023 Q1	$3.44K	Hold	50	–	–	﹤0.01%	507
2022 Q4	$3.46K	Hold	50	–	–	﹤0.01%	516
2022 Q3	$3K	Hold	50	–	–	﹤0.01%	565
2022 Q2	$3K	Hold	50	–	–	﹤0.01%	606
2022 Q1	$3K	Hold	50	–	–	﹤0.01%	643
2021 Q4	$4K	Buy	+50	New	+$3.32K	﹤0.01%	576

Other funds holding SCI

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

Baillie Gifford & Co

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

Select Equity Group

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

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AllianceBernstein

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