LWM
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Lenox Wealth Management’s Service Corp International SCI Stock Holding History

Lenox Wealth Management’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
Q4 		– Sell
-1,120
Closed -$53K – 741
2019
Q3 		$53K Buy
+1,120
New +$52.6K 0.02% 264

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Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Lenox Wealth Management's SCI Position: Q4 2019 in Review

Lenox Wealth Management sold out of Service Corp International (SCI) in Q4 2019, closing a stake of 1,120 shares — an estimated $53K sold.

Lenox Wealth Management first reported a position in SCI in Q3 2019 and held it in 1 quarter. The position peaked at $53K in Q3 2019. 390 funds tracked by Wall St. Rank hold SCI as of Q4 2019.

  • Lenox Wealth Management reported no remaining Service Corp International position as of Q4 2019 after selling out during the quarter.
  • Lenox Wealth Management sold 1,120 Service Corp International shares in Q4 2019, an estimated $53K.
  • Lenox Wealth Management first reported a position in Service Corp International in Q3 2019 and held it in 1 quarter.
  • Lenox Wealth Management's Service Corp International position peaked at $53K in Q3 2019.
  • 390 funds tracked by Wall St. Rank held Service Corp International as of Q4 2019.

Based on Lenox Wealth Management's 13F filing for Q4 2019, filed 29 Jan 2020.