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Fernwood Investment Management’s Service Corp International SCI Stock Holding History

Fernwood Investment 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
2024
Q2 		– Sell
-284
Closed -$21.1K – 606
2024
Q1 		$21.1K Buy
+284
New +$20K 0.01% 448

Other funds holding SCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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

Fernwood Investment Management's SCI Position: Q2 2024 in Review

Fernwood Investment Management sold out of Service Corp International (SCI) in Q2 2024, closing a stake of 284 shares — an estimated $21.1K sold.

Fernwood Investment Management first reported a position in SCI in Q1 2024 and held it in 1 quarter. The position peaked at $21.1K in Q1 2024. 509 funds tracked by Wall St. Rank hold SCI as of Q2 2024.

  • Fernwood Investment Management reported no remaining Service Corp International position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 284 Service Corp International shares in Q2 2024, an estimated $21.1K.
  • Fernwood Investment Management first reported a position in Service Corp International in Q1 2024 and held it in 1 quarter.
  • Fernwood Investment Management's Service Corp International position peaked at $21.1K in Q1 2024.
  • 509 funds tracked by Wall St. Rank held Service Corp International as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.