NFG
SCI icon

Next Financial Group’s Service Corp International SCI Stock Holding History

Next Financial Group’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
Q4 		$81K Buy
1,137
+285
+33% +$18.9K 0.01% 1274
2021
Q3 		$51K Sell
852
-588
-41% -$35.8K ﹤0.01% 1404
2021
Q2 		$77K Buy
1,440
+574
+66% +$30.5K 0.01% 1226
2021
Q1 		$44K Sell
866
-90
-9% -$4.51K ﹤0.01% 1334
2020
Q4 		$47K Buy
956
+190
+25% +$9.02K ﹤0.01% 1216
2020
Q3 		$32K Buy
+766
New +$32.7K ﹤0.01% 1242
2020
Q2 		– Sell
-758
Closed -$30K – 1656
2020
Q1 		$30K Buy
758
+708
+1,416% +$32.9K ﹤0.01% 1136
2019
Q4 		$2K Hold
50
– – ﹤0.01% 2205
2019
Q3 		$2K Buy
+50
New +$2.35K ﹤0.01% 2144
2019
Q1 		– Sell
-437
Closed -$18K – 2054
2018
Q4 		$18K Buy
+437
New +$19K ﹤0.01% 1143
2017
Q4 		– Sell
-2,036
Closed -$70K – 1200
2017
Q3 		$70K Buy
2,036
+73
+4% +$2.53K 0.02% 602
2017
Q2 		$66K Buy
1,963
+307
+19% +$9.78K 0.02% 692
2017
Q1 		$53K Buy
+1,656
New +$49.8K 0.01% 702
2015
Q4 		– Sell
-20
Closed – – 1930
2015
Q3 		$0 Hold
20
– – ﹤0.01% 1943
2015
Q2 		$0 Hold
20
– – ﹤0.01% 1945
2015
Q1 		$0 Hold
20
– – ﹤0.01% 1950
2014
Q4 		$0 Hold
20
– – ﹤0.01% 2299
2014
Q3 		$0 Buy
+20
New +$426 ﹤0.01% 2556

Other funds holding SCI

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Next Financial Group's SCI Position: Q4 2021 in Review

Next Financial Group increased its Service Corp International (SCI) stake by 33% in Q4 2021, buying an estimated $18.9K and bringing the position to 1,137 shares worth $81K. The position accounts for 0.01% of the portfolio, ranked #1274.

Next Financial Group first reported a position in SCI in Q3 2014 and has held it in 18 quarters since. 501 funds tracked by Wall St. Rank hold SCI as of Q4 2021.

  • Next Financial Group held 1,137 shares of Service Corp International worth $81K as of Q4 2021.
  • Next Financial Group bought 285 Service Corp International shares in Q4 2021, an estimated $18.9K.
  • Service Corp International made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #1274 holding.
  • Next Financial Group first reported a position in Service Corp International in Q3 2014 and has held it in 18 quarters since.
  • 501 funds tracked by Wall St. Rank held Service Corp International as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.