EI
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Ellevest Inc’s Service Corp International SCI Stock Holding History

Ellevest Inc’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
2024
Q4 		– Sell
-3,281
Closed -$259K – 455
2024
Q3 		$259K Buy
+3,281
New +$249K 0.01% 354
2024
Q2 		– Sell
-3,393
Closed -$252K – 422
2024
Q1 		$252K Buy
3,393
+342
+11% +$24.1K 0.02% 340
2023
Q4 		$209K Buy
+3,051
New +$184K 0.01% 359
2023
Q2 		– Sell
-2,120
Closed -$146K – 1390
2023
Q1 		$146K Buy
2,120
+146
+7% +$10.1K 0.01% 376
2022
Q4 		$136K Buy
1,974
+475
+32% +$31.6K 0.01% 371
2022
Q3 		$87K Buy
1,499
+296
+25% +$19.5K 0.01% 450
2022
Q2 		$83K Buy
1,203
+655
+120% +$44.8K 0.01% 454
2022
Q1 		$36K Buy
548
+187
+52% +$11.8K ﹤0.01% 610
2021
Q4 		$26K Buy
361
+79
+28% +$5.25K ﹤0.01% 661
2021
Q3 		$17K Buy
282
+59
+26% +$3.59K ﹤0.01% 706
2021
Q2 		$12K Sell
223
-127
-36% -$6.74K ﹤0.01% 732
2021
Q1 		$18K Sell
350
-30
-8% -$1.5K ﹤0.01% 679
2020
Q4 		$19K Buy
380
+129
+51% +$6.12K ﹤0.01% 646
2020
Q3 		$11K Sell
251
-119
-32% -$5.08K ﹤0.01% 640
2020
Q2 		$14K Sell
370
-185
-33% -$7.11K ﹤0.01% 554
2020
Q1 		$22K Buy
555
+124
+29% +$5.77K 0.01% 422
2019
Q4 		$20K Buy
+431
New +$19.4K 0.01% 419

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Ellevest Inc's SCI Position: Q4 2024 in Review

Ellevest Inc sold out of Service Corp International (SCI) in Q4 2024, closing a stake of 3,281 shares — an estimated $259K sold.

Ellevest Inc first reported a position in SCI in Q4 2019 and held it in 17 quarters. The position peaked at $259K in Q3 2024. 533 funds tracked by Wall St. Rank hold SCI as of Q4 2024.

  • Ellevest Inc reported no remaining Service Corp International position as of Q4 2024 after selling out during the quarter.
  • Ellevest Inc sold 3,281 Service Corp International shares in Q4 2024, an estimated $259K.
  • Ellevest Inc first reported a position in Service Corp International in Q4 2019 and held it in 17 quarters.
  • Ellevest Inc's Service Corp International position peaked at $259K in Q3 2024.
  • 533 funds tracked by Wall St. Rank held Service Corp International as of Q4 2024.

Based on Ellevest Inc's 13F filing for Q4 2024, filed 14 Feb 2025.