Kiwi Wealth Investments Limited Partnership’s Service Corp International SCI Stock Holding History

Kiwi Wealth Investments Limited Partnership’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	-52,579	Closed	-$3.63M	–	256
2022 Q3	$3.63M	Hold	52,579	–	–	0.25%	105
2022 Q2	$3.63M	Buy	52,579 +4,897	+10%	+$335K	0.25%	105
2022 Q1	$3.14M	Hold	47,682	–	–	0.17%	140
2021 Q4	$3.38M	Buy	47,682 +33,051	+226%	+$2.2M	0.16%	141
2021 Q3	$882K	Hold	14,631	–	–	0.05%	211
2021 Q2	$784K	Hold	14,631	–	–	0.04%	210
2021 Q1	$747K	Sell	14,631 -30,308	-67%	-$1.52M	0.04%	195
2020 Q4	$2.21M	Hold	44,939	–	–	0.13%	175
2020 Q3	$1.9M	Buy	+44,939	New	+$1.92M	0.13%	181

Other funds holding SCI

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

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

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Kiwi Wealth Investments Limited Partnership's SCI Position: Q4 2022 in Review

Kiwi Wealth Investments Limited Partnership sold out of Service Corp International (SCI) in Q4 2022, closing a stake of 52,579 shares — an estimated $3.63M sold.

Kiwi Wealth Investments Limited Partnership first reported a position in SCI in Q3 2020 and held it in 9 quarters. The position peaked at $3.63M in Q3 2022. 508 funds tracked by Wall St. Rank hold SCI as of Q4 2022.

Kiwi Wealth Investments Limited Partnership reported no remaining Service Corp International position as of Q4 2022 after selling out during the quarter.
Kiwi Wealth Investments Limited Partnership sold 52,579 Service Corp International shares in Q4 2022, an estimated $3.63M.
Kiwi Wealth Investments Limited Partnership first reported a position in Service Corp International in Q3 2020 and held it in 9 quarters.
Kiwi Wealth Investments Limited Partnership's Service Corp International position peaked at $3.63M in Q3 2022.
508 funds tracked by Wall St. Rank held Service Corp International as of Q4 2022.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q4 2022, filed 15 Feb 2023.