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Kore Private Wealth’s Service Corp International SCI Stock Holding History

Kore Private Wealth’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
-23
Closed – – 932
2020
Q2 		$0 Hold
23
– – ﹤0.01% 1253
2020
Q1 		$1K Sell
23
-1,532
-99% -$71.3K ﹤0.01% 1023
2019
Q4 		$72K Buy
+1,555
New +$70.1K 0.01% 426

Other funds holding SCI

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SP
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

Kore Private Wealth's SCI Position: Q3 2020 in Review

Kore Private Wealth sold out of Service Corp International (SCI) in Q3 2020, closing a stake of 23 shares.

Kore Private Wealth first reported a position in SCI in Q4 2019 and held it in 3 quarters. The position peaked at $72K in Q4 2019. 409 funds tracked by Wall St. Rank hold SCI as of Q3 2020.

  • Kore Private Wealth reported no remaining Service Corp International position as of Q3 2020 after selling out during the quarter.
  • Kore Private Wealth sold 23 Service Corp International shares in Q3 2020.
  • Kore Private Wealth first reported a position in Service Corp International in Q4 2019 and held it in 3 quarters.
  • Kore Private Wealth's Service Corp International position peaked at $72K in Q4 2019.
  • 409 funds tracked by Wall St. Rank held Service Corp International as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.