EP
SCI icon

Essential Planning’s Service Corp International SCI Stock Holding History

Essential Planning’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
-15,275
Closed -$1.25M – 254
2024
Q4 		$1.25M Buy
+15,275
New +$1.25M 0.01% 220

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Essential Planning's SCI Position: Q1 2025 in Review

Essential Planning sold out of Service Corp International (SCI) in Q1 2025, closing a stake of 15,275 shares — an estimated $1.25M sold.

Essential Planning first reported a position in SCI in Q4 2024 and held it in 1 quarter. The position peaked at $1.25M in Q4 2024. 548 funds tracked by Wall St. Rank hold SCI as of Q1 2025.

  • Essential Planning reported no remaining Service Corp International position as of Q1 2025 after selling out during the quarter.
  • Essential Planning sold 15,275 Service Corp International shares in Q1 2025, an estimated $1.25M.
  • Essential Planning first reported a position in Service Corp International in Q4 2024 and held it in 1 quarter.
  • Essential Planning's Service Corp International position peaked at $1.25M in Q4 2024.
  • 548 funds tracked by Wall St. Rank held Service Corp International as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.