LFA
SCI icon

Legacy Financial Advisors’s Service Corp International SCI Stock Holding History

Legacy Financial 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
2019
Q2 		– Sell
-472
Closed -$19K – 752
2019
Q1 		$19K Hold
472
– – 0.01% 465
2018
Q4 		$19K Hold
472
– – 0.01% 427
2018
Q3 		$20K Hold
472
– – 0.01% 377
2018
Q2 		$18K Hold
472
– – 0.01% 403
2018
Q1 		$18K Hold
472
– – 0.01% 383
2017
Q4 		$17K Buy
+472
New +$16.9K 0.01% 395

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Legacy Financial Advisors's SCI Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Service Corp International (SCI) in Q2 2019, closing a stake of 472 shares — an estimated $19K sold.

Legacy Financial Advisors first reported a position in SCI in Q4 2017 and held it in 6 quarters. The position peaked at $20K in Q3 2018. 366 funds tracked by Wall St. Rank hold SCI as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Service Corp International position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 472 Service Corp International shares in Q2 2019, an estimated $19K.
  • Legacy Financial Advisors first reported a position in Service Corp International in Q4 2017 and held it in 6 quarters.
  • Legacy Financial Advisors's Service Corp International position peaked at $20K in Q3 2018.
  • 366 funds tracked by Wall St. Rank held Service Corp International as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.