Legacy Advisors’s Service Corp International SCI Stock Holding History

Legacy Advisors’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
2025 Q1	$668K	Sell	8,334 -472	-5%	-$37.1K	0.07%	221
2024 Q4	$703K	Sell	8,806 -1,136	-11%	-$92.9K	0.07%	214
2024 Q3	$785K	Sell	9,942 -458	-4%	-$34.8K	0.09%	187
2024 Q2	$740K	Sell	10,400 -956	-8%	-$67.8K	0.09%	167
2024 Q1	$843K	Sell	11,356 -7,414	-39%	-$523K	0.11%	154
2023 Q4	$1.28M	Sell	18,770 -12,300	-40%	-$740K	0.17%	110
2023 Q3	$1.78M	Buy	31,070 +5,146	+20%	+$325K	0.29%	82
2023 Q2	$1.67M	Sell	25,924 -703	-3%	-$47K	0.25%	80
2023 Q1	$1.83M	Buy	+26,627	New	+$1.84M	0.34%	68

Other funds holding SCI

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Legacy Advisors's SCI Position: Q1 2025 in Review

Legacy Advisors reduced its Service Corp International (SCI) stake by 5.4% in Q1 2025, selling an estimated $37.1K and leaving 8,334 shares worth $668K. The position accounts for 0.07% of the portfolio, ranked #221.

Legacy Advisors first reported a position in SCI in Q1 2023 and has held it in 9 quarters since. The position peaked at $1.83M in Q1 2023. 550 funds tracked by Wall St. Rank hold SCI as of Q1 2025.

Legacy Advisors held 8,334 shares of Service Corp International worth $668K as of Q1 2025.
Legacy Advisors sold 472 Service Corp International shares in Q1 2025, an estimated $37.1K.
Service Corp International made up 0.07% of Legacy Advisors's portfolio in Q1 2025, its #221 holding.
Legacy Advisors first reported a position in Service Corp International in Q1 2023 and has held it in 9 quarters since.
Legacy Advisors's Service Corp International position peaked at $1.83M in Q1 2023.
550 funds tracked by Wall St. Rank held Service Corp International as of Q1 2025.

Based on Legacy Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.