LifePlan Financial Group’s Service Corp International SCI Stock Holding History

LifePlan Financial Group’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 Q3	$24K	Buy	580 +10	+2%	+$427	0.01%	320
2020 Q2	$22K	Buy	570 +10	+2%	+$384	0.01%	325
2020 Q1	$22K	Buy	560 +8	+1%	+$372	0.01%	297
2019 Q4	$25K	Buy	552 +9	+2%	+$406	0.01%	323
2019 Q3	$26K	Buy	543 +8	+1%	+$375	0.01%	313
2019 Q2	$25K	Sell	535 -8	-1%	-$345	0.01%	316
2019 Q1	$22K	Buy	543 +9	+2%	+$376	0.01%	341
2018 Q4	$21K	Buy	534 +3	+0.6%	+$130	0.01%	325
2018 Q3	$23K	Buy	531 +10	+2%	+$404	0.01%	324
2018 Q2	$19K	Buy	521 +9	+2%	+$333	0.01%	337
2018 Q1	$19K	Buy	+512	New	+$19.7K	0.01%	322

Other funds holding SCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

LifePlan Financial Group's SCI Position: Q3 2020 in Review

LifePlan Financial Group increased its Service Corp International (SCI) stake by 1.8% in Q3 2020, buying an estimated $427 and bringing the position to 580 shares worth $24K. The position accounts for 0.01% of the portfolio, ranked #320.

LifePlan Financial Group first reported a position in SCI in Q1 2018 and has held it in 11 quarters since. The position peaked at $26K in Q3 2019. 409 funds tracked by Wall St. Rank hold SCI as of Q3 2020.

LifePlan Financial Group held 580 shares of Service Corp International worth $24K as of Q3 2020.
LifePlan Financial Group bought 10 Service Corp International shares in Q3 2020, an estimated $427.
Service Corp International made up 0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #320 holding.
LifePlan Financial Group first reported a position in Service Corp International in Q1 2018 and has held it in 11 quarters since.
LifePlan Financial Group's Service Corp International position peaked at $26K in Q3 2019.
409 funds tracked by Wall St. Rank held Service Corp International as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.