MGWM
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Marks Group Wealth Management’s Service Corp International SCI Stock Holding History

Marks Group 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
2026
Q1 		$270K Buy
3,273
+461
+16% +$37.2K 0.03% 304
2025
Q4 		$219K Buy
+2,812
New +$225K 0.02% 318
2020
Q3 		– Sell
-11,540
Closed -$435K – 251
2020
Q2 		$435K Buy
11,540
+465
+4% +$17.9K 0.09% 169
2020
Q1 		$413K Buy
11,075
+438
+4% +$20.4K 0.11% 161
2019
Q4 		$490K Buy
+10,637
New +$480K 0.1% 176

Other funds holding SCI

BlackRock
BlackRock New York $5.7T 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return