EdgeRock Capital’s Service Corp International SCI Stock Holding History

EdgeRock Capital’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
2022 Q4	–	Sell	-20	Closed	-$1K	–	331
2022 Q3	$1K	Buy	+20	New	+$1.32K	﹤0.01%	364

Other funds holding SCI

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

EdgeRock Capital's SCI Position: Q4 2022 in Review

EdgeRock Capital sold out of Service Corp International (SCI) in Q4 2022, closing a stake of 20 shares — an estimated $1K sold.

EdgeRock Capital first reported a position in SCI in Q3 2022 and held it in 1 quarter. The position peaked at $1K in Q3 2022. 507 funds tracked by Wall St. Rank hold SCI as of Q4 2022.

EdgeRock Capital reported no remaining Service Corp International position as of Q4 2022 after selling out during the quarter.
EdgeRock Capital sold 20 Service Corp International shares in Q4 2022, an estimated $1K.
EdgeRock Capital first reported a position in Service Corp International in Q3 2022 and held it in 1 quarter.
EdgeRock Capital's Service Corp International position peaked at $1K in Q3 2022.
507 funds tracked by Wall St. Rank held Service Corp International as of Q4 2022.

Based on EdgeRock Capital's 13F filing for Q4 2022, filed 14 Feb 2023.