Financial Architects (New Jersey)’s Service Corp International SCI Stock Holding History

Financial Architects (New Jersey)’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
2020 Q3	–	Sell	-1,700	Closed	-$66K	–	669
2020 Q2	$66K	Hold	1,700	–	–	0.02%	380
2020 Q1	$66K	Hold	1,700	–	–	0.02%	356
2019 Q4	$78K	Hold	1,700	–	–	0.02%	364
2019 Q3	$81K	Hold	1,700	–	–	0.02%	365
2019 Q2	$80K	Hold	1,700	–	–	0.01%	423
2019 Q1	$68K	Hold	1,700	–	–	0.01%	542
2018 Q4	$68K	Hold	1,700	–	–	0.01%	489
2018 Q3	$75K	Hold	1,700	–	–	0.01%	537
2018 Q2	$61K	Hold	1,700	–	–	0.01%	507
2018 Q1	$64K	Hold	1,700	–	–	0.01%	552
2017 Q4	$63K	Sell	1,700 -3,000	-64%	-$107K	0.01%	610
2017 Q3	$162K	Buy	4,700 +3,000	+176%	+$104K	0.03%	384
2017 Q2	$57K	Hold	1,700	–	–	0.01%	631
2017 Q1	$52K	Hold	1,700	–	–	0.01%	646
2016 Q4	$48K	Hold	1,700	–	–	0.01%	578
2016 Q3	$45K	Sell	1,700 -158	-9%	-$4.28K	0.01%	601
2016 Q2	$50K	Buy	1,858 +158	+9%	+$4.17K	0.01%	537
2016 Q1	$42K	Buy	+1,700	New	+$40.3K	0.02%	427
2015 Q3	–	Sell	-1,700	Closed	-$50K	–	776
2015 Q2	$50K	Hold	1,700	–	–	0.02%	439
2015 Q1	$44K	Sell	1,700 -125	-7%	-$3.04K	0.02%	423
2014 Q4	$41K	Buy	+1,825	New	+$40K	0.02%	378

Other funds holding SCI

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Financial Architects (New Jersey)'s SCI Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of Service Corp International (SCI) in Q3 2020, closing a stake of 1,700 shares — an estimated $66K sold.

Financial Architects (New Jersey) first reported a position in SCI in Q4 2014 and held it in 21 quarters. The position peaked at $162K in Q3 2017. 411 funds tracked by Wall St. Rank hold SCI as of Q3 2020.

Financial Architects (New Jersey) reported no remaining Service Corp International position as of Q3 2020 after selling out during the quarter.
Financial Architects (New Jersey) sold 1,700 Service Corp International shares in Q3 2020, an estimated $66K.
Financial Architects (New Jersey) first reported a position in Service Corp International in Q4 2014 and held it in 21 quarters.
Financial Architects (New Jersey)'s Service Corp International position peaked at $162K in Q3 2017.
411 funds tracked by Wall St. Rank held Service Corp International as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.