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Liberty Wealth Management’s Service Corp International SCI Stock Holding History

Liberty 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
2020
Q1 		– Sell
-19
Closed -$1K – 981
2019
Q4 		$1K Buy
+19
New +$857 ﹤0.01% 861

Other funds holding SCI

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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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Liberty Wealth Management's SCI Position: Q1 2020 in Review

Liberty Wealth Management sold out of Service Corp International (SCI) in Q1 2020, closing a stake of 19 shares — an estimated $1K sold.

Liberty Wealth Management first reported a position in SCI in Q4 2019 and held it in 1 quarter. The position peaked at $1K in Q4 2019. 407 funds tracked by Wall St. Rank hold SCI as of Q1 2020.

  • Liberty Wealth Management reported no remaining Service Corp International position as of Q1 2020 after selling out during the quarter.
  • Liberty Wealth Management sold 19 Service Corp International shares in Q1 2020, an estimated $1K.
  • Liberty Wealth Management first reported a position in Service Corp International in Q4 2019 and held it in 1 quarter.
  • Liberty Wealth Management's Service Corp International position peaked at $1K in Q4 2019.
  • 407 funds tracked by Wall St. Rank held Service Corp International as of Q1 2020.

Based on Liberty Wealth Management's 13F filing for Q1 2020, filed 27 Apr 2020.