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Destination Wealth Management’s Service Corp International SCI Stock Holding History

Destination Wealth Management’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
2019
Q3 		– Sell
-500
Closed -$23K – 431
2019
Q2 		$23K Hold
500
– – ﹤0.01% 373
2019
Q1 		$20K Hold
500
– – ﹤0.01% 385
2018
Q4 		$20K Hold
500
– – ﹤0.01% 359
2018
Q3 		$22K Buy
+500
New +$20.2K ﹤0.01% 390

Other funds holding SCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Destination Wealth Management's SCI Position: Q3 2019 in Review

Destination Wealth Management sold out of Service Corp International (SCI) in Q3 2019, closing a stake of 500 shares — an estimated $23K sold.

Destination Wealth Management first reported a position in SCI in Q3 2018 and held it in 4 quarters. The position peaked at $23K in Q2 2019. 373 funds tracked by Wall St. Rank hold SCI as of Q3 2019.

  • Destination Wealth Management reported no remaining Service Corp International position as of Q3 2019 after selling out during the quarter.
  • Destination Wealth Management sold 500 Service Corp International shares in Q3 2019, an estimated $23K.
  • Destination Wealth Management first reported a position in Service Corp International in Q3 2018 and held it in 4 quarters.
  • Destination Wealth Management's Service Corp International position peaked at $23K in Q2 2019.
  • 373 funds tracked by Wall St. Rank held Service Corp International as of Q3 2019.

Based on Destination Wealth Management's 13F filing for Q3 2019, filed 13 Nov 2019.