HGWM
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Harvest Group Wealth Management’s Service Corp International SCI Stock Holding History

Harvest Group Wealth 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
2021
Q1 		– Sell
-5
Closed – – 583
2020
Q4 		$0 Hold
5
– – ﹤0.01% 833
2020
Q3 		$0 Hold
5
– – ﹤0.01% 796
2020
Q2 		$0 Hold
5
– – ﹤0.01% 798
2020
Q1 		$0 Buy
+5
New +$233 ﹤0.01% 932

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
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Harvest Group Wealth Management's SCI Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Service Corp International (SCI) in Q1 2021, closing a stake of 5 shares.

Harvest Group Wealth Management first reported a position in SCI in Q1 2020 and held it in 4 quarters. The position peaked at $0 in Q4 2020. 435 funds tracked by Wall St. Rank hold SCI as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining Service Corp International position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 5 Service Corp International shares in Q1 2021.
  • Harvest Group Wealth Management first reported a position in Service Corp International in Q1 2020 and held it in 4 quarters.
  • Harvest Group Wealth Management's Service Corp International position peaked at $0 in Q4 2020.
  • 435 funds tracked by Wall St. Rank held Service Corp International as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.