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

LGT 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
2025
Q1 		– Sell
-527
Closed -$42.1K – 649
2024
Q4 		$42.1K Hold
527
– – 0.09% 175
2024
Q3 		$41.6K Hold
527
– – 0.1% 153
2024
Q2 		$37.5K Hold
527
– – 0.08% 187
2024
Q1 		$39.1K Hold
527
– – 0.05% 255
2023
Q4 		$36.1K Hold
527
– – 0.04% 246
2023
Q3 		$30.1K Buy
+527
New +$33.3K 0.04% 276

Other funds holding SCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LGT Financial Advisors's SCI Position: Q1 2025 in Review

LGT Financial Advisors sold out of Service Corp International (SCI) in Q1 2025, closing a stake of 527 shares — an estimated $42.1K sold.

LGT Financial Advisors first reported a position in SCI in Q3 2023 and held it in 6 quarters. The position peaked at $42.1K in Q4 2024. 550 funds tracked by Wall St. Rank hold SCI as of Q1 2025.

  • LGT Financial Advisors reported no remaining Service Corp International position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 527 Service Corp International shares in Q1 2025, an estimated $42.1K.
  • LGT Financial Advisors first reported a position in Service Corp International in Q3 2023 and held it in 6 quarters.
  • LGT Financial Advisors's Service Corp International position peaked at $42.1K in Q4 2024.
  • 550 funds tracked by Wall St. Rank held Service Corp International as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.