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Morton Brown Family Wealth’s Service Corp International SCI Stock Holding History

Morton Brown Family Wealth’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
2022
Q3 		– Sell
-15
Closed -$1K – 318
2022
Q2 		$1K Buy
+15
New +$1.03K ﹤0.01% 249

Other funds holding SCI

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Morton Brown Family Wealth's SCI Position: Q3 2022 in Review

Morton Brown Family Wealth sold out of Service Corp International (SCI) in Q3 2022, closing a stake of 15 shares — an estimated $1K sold.

Morton Brown Family Wealth first reported a position in SCI in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 470 funds tracked by Wall St. Rank hold SCI as of Q3 2022.

  • Morton Brown Family Wealth reported no remaining Service Corp International position as of Q3 2022 after selling out during the quarter.
  • Morton Brown Family Wealth sold 15 Service Corp International shares in Q3 2022, an estimated $1K.
  • Morton Brown Family Wealth first reported a position in Service Corp International in Q2 2022 and held it in 1 quarter.
  • Morton Brown Family Wealth's Service Corp International position peaked at $1K in Q2 2022.
  • 470 funds tracked by Wall St. Rank held Service Corp International as of Q3 2022.

Based on Morton Brown Family Wealth's 13F filing for Q3 2022, filed 31 Oct 2022.