Institutional & Family Asset Management’s Service Corp International SCI Stock Holding History

Institutional & Family Asset 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
2020 Q3	–	Sell	-150	Closed	-$6K	–	887
2020 Q2	$6K	Sell	150 -136	-48%	-$5.22K	﹤0.01%	566
2020 Q1	$11K	Sell	286 -15	-5%	-$698	﹤0.01%	447
2019 Q4	$14K	Hold	301	–	–	﹤0.01%	470
2019 Q3	$14K	Buy	301 +6	+2%	+$282	﹤0.01%	442
2019 Q2	$14K	Hold	295	–	–	﹤0.01%	460
2019 Q1	$12K	Sell	295 -67	-19%	-$2.8K	﹤0.01%	482
2018 Q4	$15K	Sell	362 -8	-2%	-$347	﹤0.01%	433
2018 Q3	$16K	Sell	370 -6	-2%	-$242	﹤0.01%	464
2018 Q2	$13K	Sell	376 -11	-3%	-$408	﹤0.01%	483
2018 Q1	$15K	Buy	+387	New	+$14.9K	﹤0.01%	452

Other funds holding SCI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

ACM

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

Institutional & Family Asset Management's SCI Position: Q3 2020 in Review

Institutional & Family Asset Management sold out of Service Corp International (SCI) in Q3 2020, closing a stake of 150 shares — an estimated $6K sold.

Institutional & Family Asset Management first reported a position in SCI in Q1 2018 and held it in 10 quarters. The position peaked at $16K in Q3 2018. 409 funds tracked by Wall St. Rank hold SCI as of Q3 2020.

Institutional & Family Asset Management reported no remaining Service Corp International position as of Q3 2020 after selling out during the quarter.
Institutional & Family Asset Management sold 150 Service Corp International shares in Q3 2020, an estimated $6K.
Institutional & Family Asset Management first reported a position in Service Corp International in Q1 2018 and held it in 10 quarters.
Institutional & Family Asset Management's Service Corp International position peaked at $16K in Q3 2018.
409 funds tracked by Wall St. Rank held Service Corp International as of Q3 2020.

Based on Institutional & Family Asset Management's 13F filing for Q3 2020, filed 30 Oct 2020.