Claris Advisors’s Service Corp International SCI Stock Holding History

Claris 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
2024 Q4	–	Sell	-11	Closed	-$868	–	945
2024 Q3	$868	Buy	+11	New	+$836	﹤0.01%	473

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

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

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

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

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

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

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Claris Advisors's SCI Position: Q4 2024 in Review

Claris Advisors sold out of Service Corp International (SCI) in Q4 2024, closing a stake of 11 shares — an estimated $868 sold.

Claris Advisors first reported a position in SCI in Q3 2024 and held it in 1 quarter. The position peaked at $868 in Q3 2024. 533 funds tracked by Wall St. Rank hold SCI as of Q4 2024.

Claris Advisors reported no remaining Service Corp International position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 11 Service Corp International shares in Q4 2024, an estimated $868.
Claris Advisors first reported a position in Service Corp International in Q3 2024 and held it in 1 quarter.
Claris Advisors's Service Corp International position peaked at $868 in Q3 2024.
533 funds tracked by Wall St. Rank held Service Corp International as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.