MLFP
SCI icon

MPS Loria Financial Planners’s Service Corp International SCI Stock Holding History

MPS Loria Financial Planners’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
-1,104
Closed -$56K – 482
2021
Q1 		$56K Hold
1,104
– – 0.03% 154
2020
Q4 		$54K Hold
1,104
– – 0.02% 156
2020
Q3 		$47K Hold
1,104
– – 0.02% 149
2020
Q2 		$43K Buy
+1,104
New +$42.4K 0.02% 154
2017
Q3 		– Sell
-1,583
Closed -$56K – 283
2017
Q2 		$56K Buy
+1,583
New +$50.4K 0.04% 141

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

MPS Loria Financial Planners's SCI Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Service Corp International (SCI) in Q2 2021, closing a stake of 1,104 shares — an estimated $56K sold.

MPS Loria Financial Planners first reported a position in SCI in Q2 2017 and held it in 5 quarters. The position peaked at $56K in Q1 2021. 426 funds tracked by Wall St. Rank hold SCI as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining Service Corp International position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 1,104 Service Corp International shares in Q2 2021, an estimated $56K.
  • MPS Loria Financial Planners first reported a position in Service Corp International in Q2 2017 and held it in 5 quarters.
  • MPS Loria Financial Planners's Service Corp International position peaked at $56K in Q1 2021.
  • 426 funds tracked by Wall St. Rank held Service Corp International as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.