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Clear Perspectives Financial Planning’s Service Corp International SCI Stock Holding History

Clear Perspectives Financial Planning’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
2023
Q1 		$5.85K Hold
85
– – ﹤0.01% 158
2022
Q4 		$5.88K Hold
85
– – ﹤0.01% 173
2022
Q3 		$5K Buy
+85
New +$5.6K ﹤0.01% 169

Other funds holding SCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Clear Perspectives Financial Planning's SCI Position: Q1 2023 in Review

Clear Perspectives Financial Planning held its Service Corp International (SCI) position steady in Q1 2023 at 85 shares worth $5.85K. The position accounts for ﹤0.01% of the portfolio, ranked #158.

Clear Perspectives Financial Planning first reported a position in SCI in Q3 2022 and has held it in 3 quarters since. The position peaked at $5.88K in Q4 2022. 481 funds tracked by Wall St. Rank hold SCI as of Q1 2023.

  • Clear Perspectives Financial Planning held 85 shares of Service Corp International worth $5.85K as of Q1 2023.
  • Clear Perspectives Financial Planning left its Service Corp International share count unchanged in Q1 2023.
  • Service Corp International made up ﹤0.01% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #158 holding.
  • Clear Perspectives Financial Planning first reported a position in Service Corp International in Q3 2022 and has held it in 3 quarters since.
  • Clear Perspectives Financial Planning's Service Corp International position peaked at $5.88K in Q4 2022.
  • 481 funds tracked by Wall St. Rank held Service Corp International as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.