Cascade Investment Advisors’s Service Corp International SCI Stock Holding History

Cascade Investment 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
2022 Q3	–	Sell	-50	Closed	-$3.46K	–	194
2022 Q2	$3.46K	Hold	50	–	–	﹤0.01%	232
2022 Q1	$3.29K	Sell	50 -50	-50%	-$3.15K	﹤0.01%	248
2021 Q4	$7.1K	Hold	100	–	–	﹤0.01%	240
2021 Q3	$6.03K	Hold	100	–	–	﹤0.01%	239
2021 Q2	$5.36K	Hold	100	–	–	﹤0.01%	243
2021 Q1	$5.11K	Hold	100	–	–	﹤0.01%	248
2020 Q4	$4.91K	Hold	100	–	–	﹤0.01%	241
2020 Q3	$4.22K	Hold	100	–	–	﹤0.01%	242
2020 Q2	$3.89K	Hold	100	–	–	﹤0.01%	238
2020 Q1	$3.91K	Hold	100	–	–	﹤0.01%	233
2019 Q4	$4.6K	Hold	100	–	–	﹤0.01%	242
2019 Q3	$4.78K	Hold	100	–	–	﹤0.01%	250
2019 Q2	$4.68K	Hold	100	–	–	﹤0.01%	234
2019 Q1	$4.01K	Hold	100	–	–	﹤0.01%	221
2018 Q4	$4.03K	Hold	100	–	–	﹤0.01%	221
2018 Q3	$4.42K	Hold	100	–	–	﹤0.01%	193
2018 Q2	$3.58K	Hold	100	–	–	﹤0.01%	190
2018 Q1	$3.77K	Buy	+100	New	+$3.84K	﹤0.01%	202

Other funds holding SCI

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

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

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Cascade Investment Advisors's SCI Position: Q3 2022 in Review

Cascade Investment Advisors sold out of Service Corp International (SCI) in Q3 2022, closing a stake of 50 shares — an estimated $3.46K sold.

Cascade Investment Advisors first reported a position in SCI in Q1 2018 and held it in 18 quarters. The position peaked at $7.1K in Q4 2021. 470 funds tracked by Wall St. Rank hold SCI as of Q3 2022.

Cascade Investment Advisors reported no remaining Service Corp International position as of Q3 2022 after selling out during the quarter.
Cascade Investment Advisors sold 50 Service Corp International shares in Q3 2022, an estimated $3.46K.
Cascade Investment Advisors first reported a position in Service Corp International in Q1 2018 and held it in 18 quarters.
Cascade Investment Advisors's Service Corp International position peaked at $7.1K in Q4 2021.
470 funds tracked by Wall St. Rank held Service Corp International as of Q3 2022.

Based on Cascade Investment Advisors's 13F filing for Q3 2022, filed 15 Nov 2022.