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CSat Investment Advisory’s Service Corp International SCI Stock Holding History

CSat Investment Advisory’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
2020
Q4 		– Sell
-632
Closed -$27K – 881
2020
Q3 		$27K Buy
632
+74
+13% +$3.16K ﹤0.01% 789
2020
Q2 		$22K Buy
558
+29
+5% +$1.11K ﹤0.01% 813
2020
Q1 		$21K Buy
529
+76
+17% +$3.54K ﹤0.01% 714
2019
Q4 		$21K Buy
453
+75
+20% +$3.38K 0.01% 775
2019
Q3 		$18K Buy
378
+54
+17% +$2.54K 0.01% 741
2019
Q2 		$15K Buy
+324
New +$14K 0.01% 761

Other funds holding SCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SP
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

CSat Investment Advisory's SCI Position: Q4 2020 in Review

CSat Investment Advisory sold out of Service Corp International (SCI) in Q4 2020, closing a stake of 632 shares — an estimated $27K sold.

CSat Investment Advisory first reported a position in SCI in Q2 2019 and held it in 6 quarters. The position peaked at $27K in Q3 2020. 437 funds tracked by Wall St. Rank hold SCI as of Q4 2020.

  • CSat Investment Advisory reported no remaining Service Corp International position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 632 Service Corp International shares in Q4 2020, an estimated $27K.
  • CSat Investment Advisory first reported a position in Service Corp International in Q2 2019 and held it in 6 quarters.
  • CSat Investment Advisory's Service Corp International position peaked at $27K in Q3 2020.
  • 437 funds tracked by Wall St. Rank held Service Corp International as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.