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

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

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

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

Blue Bell Private Wealth Management's SCI Position: Q3 2024 in Review

Blue Bell Private Wealth Management sold out of Service Corp International (SCI) in Q3 2024, closing a stake of 50 shares — an estimated $3.56K sold.

Blue Bell Private Wealth Management first reported a position in SCI in Q4 2021 and held it in 11 quarters. The position peaked at $4K in Q4 2021. 511 funds tracked by Wall St. Rank hold SCI as of Q3 2024.

Blue Bell Private Wealth Management reported no remaining Service Corp International position as of Q3 2024 after selling out during the quarter.
Blue Bell Private Wealth Management sold 50 Service Corp International shares in Q3 2024, an estimated $3.56K.
Blue Bell Private Wealth Management first reported a position in Service Corp International in Q4 2021 and held it in 11 quarters.
Blue Bell Private Wealth Management's Service Corp International position peaked at $4K in Q4 2021.
511 funds tracked by Wall St. Rank held Service Corp International as of Q3 2024.

Based on Blue Bell Private Wealth Management's 13F filing for Q3 2024, filed 29 Oct 2024.