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Lenox Wealth Advisors’s Service Corp International SCI Stock Holding History

Lenox Wealth 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
2021
Q2 		– Sell
-73
Closed -$4K – 787
2021
Q1 		$4K Buy
+73
New +$3.66K ﹤0.01% 542

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
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 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
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Lenox Wealth Advisors's SCI Position: Q2 2021 in Review

Lenox Wealth Advisors sold out of Service Corp International (SCI) in Q2 2021, closing a stake of 73 shares — an estimated $4K sold.

Lenox Wealth Advisors first reported a position in SCI in Q1 2021 and held it in 1 quarter. The position peaked at $4K in Q1 2021. 426 funds tracked by Wall St. Rank hold SCI as of Q2 2021.

  • Lenox Wealth Advisors reported no remaining Service Corp International position as of Q2 2021 after selling out during the quarter.
  • Lenox Wealth Advisors sold 73 Service Corp International shares in Q2 2021, an estimated $4K.
  • Lenox Wealth Advisors first reported a position in Service Corp International in Q1 2021 and held it in 1 quarter.
  • Lenox Wealth Advisors's Service Corp International position peaked at $4K in Q1 2021.
  • 426 funds tracked by Wall St. Rank held Service Corp International as of Q2 2021.

Based on Lenox Wealth Advisors's 13F filing for Q2 2021, filed 8 Jul 2021.