Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s Service Corp International SCI Stock Holding History

Envestnet Portfolio Solutions’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
2025
Q1 		– Sell
-15,081
Closed -$1.2M – 1747
2024
Q4 		$1.2M Buy
15,081
+245
+2% +$20K ﹤0.01% 841
2024
Q3 		$1.17M Sell
14,836
-2,563
-15% -$195K ﹤0.01% 843
2024
Q2 		$1.24M Buy
17,399
+1,727
+11% +$123K ﹤0.01% 788
2024
Q1 		$1.16M Sell
15,672
-12,926
-45% -$912K ﹤0.01% 801
2023
Q4 		$1.96M Sell
28,598
-959
-3% -$57.7K 0.01% 603
2023
Q3 		$1.69M Buy
+29,557
New +$1.87M 0.01% 594

Other funds holding SCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Portfolio Solutions's SCI Position: Q1 2025 in Review

Envestnet Portfolio Solutions sold out of Service Corp International (SCI) in Q1 2025, closing a stake of 15,081 shares — an estimated $1.2M sold.

Envestnet Portfolio Solutions first reported a position in SCI in Q3 2023 and held it in 6 quarters. The position peaked at $1.96M in Q4 2023. 550 funds tracked by Wall St. Rank hold SCI as of Q1 2025.

  • Envestnet Portfolio Solutions reported no remaining Service Corp International position as of Q1 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 15,081 Service Corp International shares in Q1 2025, an estimated $1.2M.
  • Envestnet Portfolio Solutions first reported a position in Service Corp International in Q3 2023 and held it in 6 quarters.
  • Envestnet Portfolio Solutions's Service Corp International position peaked at $1.96M in Q4 2023.
  • 550 funds tracked by Wall St. Rank held Service Corp International as of Q1 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2025, filed 21 Apr 2025.