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Concord Wealth Partners’s Service Corp International SCI Stock Holding History

Concord Wealth Partners’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
Q4 		– Sell
-82
Closed -$4.68K – 993
2023
Q3 		$4.68K Hold
82
– – ﹤0.01% 728
2023
Q2 		$5.3K Buy
82
+64
+356% +$4.28K ﹤0.01% 696
2023
Q1 		$1.24K Sell
18
-64
-78% -$4.42K ﹤0.01% 870
2022
Q4 		$5.67K Buy
+82
New +$5.46K ﹤0.01% 734
2022
Q3 		– Sell
-158
Closed -$11K – 958
2022
Q2 		$11K Buy
158
+59
+60% +$4.03K ﹤0.01% 675
2022
Q1 		$7K Buy
99
+5
+5% +$315 ﹤0.01% 846
2021
Q4 		$7K Buy
94
+76
+422% +$5.05K ﹤0.01% 878
2021
Q3 		$1K Hold
18
– – ﹤0.01% 863
2021
Q2 		$1K Hold
18
– – ﹤0.01% 1005
2021
Q1 		$1K Buy
+18
New +$901 ﹤0.01% 953

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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