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Litman Gregory Wealth Management’s Service Corp International SCI Stock Holding History

Litman Gregory 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
2021
Q1 		– Sell
-742
Closed -$36K – 194
2020
Q4 		$36K Buy
742
+66
+10% +$3.13K 0.01% 109
2020
Q3 		$29K Hold
676
– – 0.01% 109
2020
Q2 		$26K Hold
676
– – 0.01% 107
2020
Q1 		$26K Buy
+676
New +$31.4K 0.01% 100

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
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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

Litman Gregory Wealth Management's SCI Position: Q1 2021 in Review

Litman Gregory Wealth Management sold out of Service Corp International (SCI) in Q1 2021, closing a stake of 742 shares — an estimated $36K sold.

Litman Gregory Wealth Management first reported a position in SCI in Q1 2020 and held it in 4 quarters. The position peaked at $36K in Q4 2020. 435 funds tracked by Wall St. Rank hold SCI as of Q1 2021.

  • Litman Gregory Wealth Management reported no remaining Service Corp International position as of Q1 2021 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 742 Service Corp International shares in Q1 2021, an estimated $36K.
  • Litman Gregory Wealth Management first reported a position in Service Corp International in Q1 2020 and held it in 4 quarters.
  • Litman Gregory Wealth Management's Service Corp International position peaked at $36K in Q4 2020.
  • 435 funds tracked by Wall St. Rank held Service Corp International as of Q1 2021.

Based on Litman Gregory Wealth Management's 13F filing for Q1 2021, filed 10 May 2021.