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Meridian Wealth Partners’s Service Corp International SCI Stock Holding History

Meridian Wealth Partners’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
Q2 		– Sell
-2,237
Closed -$114K – 1037
2021
Q1 		$114K Sell
2,237
-254
-10% -$12.7K 0.03% 103
2020
Q4 		$122K Buy
2,491
+8
+0.3% +$380 0.05% 84
2020
Q3 		$105K Buy
2,483
+1
+0% +$43 0.05% 91
2020
Q2 		$97K Sell
2,482
-133
-5% -$5.11K 0.05% 96
2020
Q1 		$102K Hold
2,615
– – 0.06% 83
2019
Q4 		$120K Buy
+2,615
New +$118K 0.07% 82

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
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
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

Meridian Wealth Partners's SCI Position: Q2 2021 in Review

Meridian Wealth Partners sold out of Service Corp International (SCI) in Q2 2021, closing a stake of 2,237 shares — an estimated $114K sold.

Meridian Wealth Partners first reported a position in SCI in Q4 2019 and held it in 6 quarters. The position peaked at $122K in Q4 2020. 426 funds tracked by Wall St. Rank hold SCI as of Q2 2021.

  • Meridian Wealth Partners reported no remaining Service Corp International position as of Q2 2021 after selling out during the quarter.
  • Meridian Wealth Partners sold 2,237 Service Corp International shares in Q2 2021, an estimated $114K.
  • Meridian Wealth Partners first reported a position in Service Corp International in Q4 2019 and held it in 6 quarters.
  • Meridian Wealth Partners's Service Corp International position peaked at $122K in Q4 2020.
  • 426 funds tracked by Wall St. Rank held Service Corp International as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.