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Jackson Grant Investment Advisers’s Service Corp International SCI Stock Holding History

Jackson Grant Investment Advisers’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
Q2 		– Sell
-270
Closed -$14K – 378
2021
Q1 		$14K Hold
270
– – 0.01% 319
2020
Q4 		$13K Hold
270
– – 0.01% 299
2020
Q3 		$11K Hold
270
– – 0.01% 203
2020
Q2 		$11K Buy
+270
New +$10.4K 0.01% 197

Other funds holding SCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Jackson Grant Investment Advisers's SCI Position: Q2 2021 in Review

Jackson Grant Investment Advisers sold out of Service Corp International (SCI) in Q2 2021, closing a stake of 270 shares — an estimated $14K sold.

Jackson Grant Investment Advisers first reported a position in SCI in Q2 2020 and held it in 4 quarters. The position peaked at $14K in Q1 2021. 428 funds tracked by Wall St. Rank hold SCI as of Q2 2021.

  • Jackson Grant Investment Advisers reported no remaining Service Corp International position as of Q2 2021 after selling out during the quarter.
  • Jackson Grant Investment Advisers sold 270 Service Corp International shares in Q2 2021, an estimated $14K.
  • Jackson Grant Investment Advisers first reported a position in Service Corp International in Q2 2020 and held it in 4 quarters.
  • Jackson Grant Investment Advisers's Service Corp International position peaked at $14K in Q1 2021.
  • 428 funds tracked by Wall St. Rank held Service Corp International as of Q2 2021.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2021, filed 15 Jul 2021.