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Marshall Financial Group (Maryland)’s Service Corp International SCI Stock Holding History

Marshall Financial Group (Maryland)’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
2023
Q1 		– Sell
-14,242
Closed -$985K – 190
2022
Q4 		$985K Buy
+14,242
New +$949K 0.38% 92

Other funds holding SCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Marshall Financial Group (Maryland)'s SCI Position: Q1 2023 in Review

Marshall Financial Group (Maryland) sold out of Service Corp International (SCI) in Q1 2023, closing a stake of 14,242 shares — an estimated $985K sold.

Marshall Financial Group (Maryland) first reported a position in SCI in Q4 2022 and held it in 1 quarter. The position peaked at $985K in Q4 2022. 482 funds tracked by Wall St. Rank hold SCI as of Q1 2023.

  • Marshall Financial Group (Maryland) reported no remaining Service Corp International position as of Q1 2023 after selling out during the quarter.
  • Marshall Financial Group (Maryland) sold 14,242 Service Corp International shares in Q1 2023, an estimated $985K.
  • Marshall Financial Group (Maryland) first reported a position in Service Corp International in Q4 2022 and held it in 1 quarter.
  • Marshall Financial Group (Maryland)'s Service Corp International position peaked at $985K in Q4 2022.
  • 482 funds tracked by Wall St. Rank held Service Corp International as of Q1 2023.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q1 2023, filed 18 Apr 2023.