HWA
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HCR Wealth Advisors’s Service Corp International SCI Stock Holding History

HCR Wealth Advisors’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
2023
Q4 		– Sell
-25,905
Closed -$1.48M – 214
2023
Q3 		$1.48M Sell
25,905
-6,486
-20% -$410K 0.32% 58
2023
Q2 		$2.09M Sell
32,391
-85
-0.3% -$5.68K 0.39% 49
2023
Q1 		$2.23M Sell
32,476
-1,459
-4% -$101K 0.44% 42
2022
Q4 		$2.35M Sell
33,935
-411
-1% -$27.4K 0.49% 41
2022
Q3 		$1.98M Sell
34,346
-891
-3% -$58.7K 0.42% 50
2022
Q2 		$2.44M Sell
35,237
-823
-2% -$56.3K 0.49% 43
2022
Q1 		$2.37M Sell
36,060
-562
-2% -$35.4K 0.39% 54
2021
Q4 		$2.6M Sell
36,622
-729
-2% -$48.4K 0.4% 58
2021
Q3 		$2.25M Sell
37,351
-14,090
-27% -$857K 0.38% 62
2021
Q2 		$2.76M Buy
51,441
+353
+0.7% +$18.7K 0.48% 45
2021
Q1 		$2.61M Sell
51,088
-1,824
-3% -$91.3K 0.52% 41
2020
Q4 		$2.6M Buy
52,912
+96
+0.2% +$4.56K 0.54% 30
2020
Q3 		$2.24M Buy
52,816
+2,787
+6% +$119K 0.51% 35
2020
Q2 		$1.96M Buy
50,029
+1,006
+2% +$38.6K 0.46% 32
2020
Q1 		$1.92M Buy
49,023
+820
+2% +$38.1K 0.55% 29
2019
Q4 		$2.22M Buy
48,203
+1,999
+4% +$90.2K 0.54% 34
2019
Q3 		$2.19M Buy
46,204
+1,903
+4% +$89.3K 0.73% 28
2019
Q2 		$2.07M Buy
44,301
+7,485
+20% +$323K 0.59% 32
2019
Q1 		$1.45M Sell
36,816
-6,363
-15% -$266K 0.42% 49
2018
Q4 		$1.74M Sell
43,179
-650
-1% -$28.2K 0.56% 38
2018
Q3 		$1.92M Buy
43,829
+1,409
+3% +$56.9K 0.63% 32
2018
Q2 		$1.55M Buy
42,420
+4,140
+11% +$153K 0.51% 44
2018
Q1 		$1.45M Buy
38,280
+2,999
+9% +$115K 0.5% 47
2017
Q4 		$1.32M Buy
35,281
+1,233
+4% +$44.1K 0.46% 49
2017
Q3 		$1.18M Buy
34,048
+931
+3% +$32.3K 0.49% 48
2017
Q2 		$1.11M Buy
33,117
+15,046
+83% +$479K 0.55% 45
2017
Q1 		$558K Sell
18,071
-1,158
-6% -$34.8K 0.29% 81
2016
Q4 		$546K Buy
+19,229
New +$513K 0.29% 78

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 $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HCR Wealth Advisors's SCI Position: Q4 2023 in Review

HCR Wealth Advisors sold out of Service Corp International (SCI) in Q4 2023, closing a stake of 25,905 shares — an estimated $1.48M sold.

HCR Wealth Advisors first reported a position in SCI in Q4 2016 and held it in 28 quarters. The position peaked at $2.76M in Q2 2021. 472 funds tracked by Wall St. Rank hold SCI as of Q4 2023.

  • HCR Wealth Advisors reported no remaining Service Corp International position as of Q4 2023 after selling out during the quarter.
  • HCR Wealth Advisors sold 25,905 Service Corp International shares in Q4 2023, an estimated $1.48M.
  • HCR Wealth Advisors first reported a position in Service Corp International in Q4 2016 and held it in 28 quarters.
  • HCR Wealth Advisors's Service Corp International position peaked at $2.76M in Q2 2021.
  • 472 funds tracked by Wall St. Rank held Service Corp International as of Q4 2023.

Based on HCR Wealth Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.