Echo Street Capital Management’s Service Corp International SCI Stock Holding History

Echo Street Capital 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
2023 Q4	–	Sell	-14,009	Closed	-$800K	–	356
2023 Q3	$800K	Buy	14,009 +10,364	+284%	+$655K	0.01%	174
2023 Q2	$235K	Buy	3,645 +674	+23%	+$45K	﹤0.01%	414
2023 Q1	$204K	Buy	+2,971	New	+$205K	﹤0.01%	463
2022 Q4	–	Sell	-4,848	Closed	-$280K	–	632
2022 Q3	$280K	Sell	4,848 -6,296	-56%	-$415K	﹤0.01%	415
2022 Q2	$770K	Buy	+11,144	New	+$762K	0.01%	214

Other funds holding SCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Echo Street Capital Management's SCI Position: Q4 2023 in Review

Echo Street Capital Management sold out of Service Corp International (SCI) in Q4 2023, closing a stake of 14,009 shares — an estimated $800K sold.

Echo Street Capital Management first reported a position in SCI in Q2 2022 and held it in 5 quarters. The position peaked at $800K in Q3 2023. 472 funds tracked by Wall St. Rank hold SCI as of Q4 2023.

Echo Street Capital Management reported no remaining Service Corp International position as of Q4 2023 after selling out during the quarter.
Echo Street Capital Management sold 14,009 Service Corp International shares in Q4 2023, an estimated $800K.
Echo Street Capital Management first reported a position in Service Corp International in Q2 2022 and held it in 5 quarters.
Echo Street Capital Management's Service Corp International position peaked at $800K in Q3 2023.
472 funds tracked by Wall St. Rank held Service Corp International as of Q4 2023.

Based on Echo Street Capital Management's 13F filing for Q4 2023, filed 8 Feb 2024.