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Howe & Rusling’s Service Corp International SCI Stock Holding History

Howe & Rusling’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
2022
Q4 		– Sell
-1,000
Closed -$58K – 886
2022
Q3 		$58K Hold
1,000
– – 0.01% 307
2022
Q2 		$69K Sell
1,000
-33
-3% -$2.26K 0.01% 278
2022
Q1 		$68K Sell
1,033
-27
-3% -$1.7K 0.01% 290
2021
Q4 		$75K Sell
1,060
-8
-0.7% -$532 0.01% 283
2021
Q3 		$64K Hold
1,068
– – 0.01% 287
2021
Q2 		$57K Sell
1,068
-26
-2% -$1.38K 0.01% 288
2021
Q1 		$56K Sell
1,094
-18
-2% -$901 0.01% 284
2020
Q4 		$55K Sell
1,112
-12
-1% -$570 0.01% 274
2020
Q3 		$47K Hold
1,124
– – 0.01% 272
2020
Q2 		$44K Sell
1,124
-500
-31% -$19.2K 0.01% 266
2020
Q1 		$64K Hold
1,624
– – 0.01% 232
2019
Q4 		$75K Hold
1,624
– – 0.01% 254
2019
Q3 		$78K Hold
1,624
– – 0.01% 253
2019
Q2 		$76K Sell
1,624
-6
-0.4% -$259 0.01% 261
2019
Q1 		$65K Hold
1,630
– – 0.01% 268
2018
Q4 		$66K Sell
1,630
-58
-3% -$2.52K 0.01% 233
2018
Q3 		$75K Buy
1,688
+1,519
+899% +$61.3K 0.01% 227
2018
Q2 		$6K Hold
169
– – ﹤0.01% 534
2018
Q1 		$6K Sell
169
-74
-30% -$2.84K ﹤0.01% 585
2017
Q4 		$9K Hold
243
– – ﹤0.01% 483
2017
Q3 		$8K Hold
243
– – ﹤0.01% 515
2017
Q2 		$8K Hold
243
– – ﹤0.01% 532
2017
Q1 		$8K Hold
243
– – ﹤0.01% 567
2016
Q4 		$7K Hold
243
– – ﹤0.01% 599
2016
Q3 		$6K Hold
243
– – ﹤0.01% 631
2016
Q2 		$7K Buy
243
+10
+4% +$264 ﹤0.01% 556
2016
Q1 		$6K Sell
233
-13
-5% -$308 ﹤0.01% 640
2015
Q4 		$6K Buy
246
+13
+6% +$355 ﹤0.01% 602
2015
Q3 		$6K Hold
233
– – ﹤0.01% 608
2015
Q2 		$7K Hold
233
– – ﹤0.01% 586
2015
Q1 		$6K Buy
+233
New +$5.67K ﹤0.01% 588

Other funds holding SCI

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
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
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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Howe & Rusling's SCI Position: Q4 2022 in Review

Howe & Rusling sold out of Service Corp International (SCI) in Q4 2022, closing a stake of 1,000 shares — an estimated $58K sold.

Howe & Rusling first reported a position in SCI in Q1 2015 and held it in 31 quarters. The position peaked at $78K in Q3 2019. 507 funds tracked by Wall St. Rank hold SCI as of Q4 2022.

  • Howe & Rusling reported no remaining Service Corp International position as of Q4 2022 after selling out during the quarter.
  • Howe & Rusling sold 1,000 Service Corp International shares in Q4 2022, an estimated $58K.
  • Howe & Rusling first reported a position in Service Corp International in Q1 2015 and held it in 31 quarters.
  • Howe & Rusling's Service Corp International position peaked at $78K in Q3 2019.
  • 507 funds tracked by Wall St. Rank held Service Corp International as of Q4 2022.

Based on Howe & Rusling's 13F filing for Q4 2022, filed 15 Feb 2023.