Gradient Investments’s Service Corp International SCI Stock Holding History

Gradient Investments’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 Q1	–	Sell	-3	Closed	-$205	–	1733
2023 Q4	$205	Buy	+3	New	+$181	﹤0.01%	1696
2022 Q2	–	Sell	-102	Closed	-$7K	–	1360
2022 Q1	$7K	Hold	102	–	–	﹤0.01%	845
2021 Q4	$7K	Hold	102	–	–	﹤0.01%	880
2021 Q3	$6K	Hold	102	–	–	﹤0.01%	857
2021 Q2	$5K	Hold	102	–	–	﹤0.01%	886
2021 Q1	$5K	Sell	102 -56	-35%	-$2.8K	﹤0.01%	894
2020 Q4	$7K	Hold	158	–	–	﹤0.01%	763
2020 Q3	$7K	Hold	158	–	–	﹤0.01%	770
2020 Q2	$6K	Sell	158 -507	-76%	-$19.5K	﹤0.01%	721
2020 Q1	$26K	Hold	665	–	–	﹤0.01%	462
2019 Q4	$31K	Buy	665 +563	+552%	+$25.4K	﹤0.01%	490
2019 Q3	$5K	Hold	102	–	–	﹤0.01%	804
2019 Q2	$5K	Buy	+102	New	+$4.4K	﹤0.01%	776
2019 Q1	–	Sell	-102	Closed	-$4K	–	987
2018 Q4	$4K	Buy	+102	New	+$4.43K	﹤0.01%	752

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Gradient Investments's SCI Position: Q1 2024 in Review

Gradient Investments sold out of Service Corp International (SCI) in Q1 2024, closing a stake of 3 shares — an estimated $205 sold.

Gradient Investments first reported a position in SCI in Q4 2018 and held it in 14 quarters. The position peaked at $31K in Q4 2019. 493 funds tracked by Wall St. Rank hold SCI as of Q1 2024.

Gradient Investments reported no remaining Service Corp International position as of Q1 2024 after selling out during the quarter.
Gradient Investments sold 3 Service Corp International shares in Q1 2024, an estimated $205.
Gradient Investments first reported a position in Service Corp International in Q4 2018 and held it in 14 quarters.
Gradient Investments's Service Corp International position peaked at $31K in Q4 2019.
493 funds tracked by Wall St. Rank held Service Corp International as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.