Plante Moran Financial Advisors’s Service Corp International SCI Stock Holding History

Plante Moran Financial Advisors’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	-552	Closed	-$38.1K	–	892
2022 Q4	$38.2K	Buy	+552	New	+$36.8K	0.01%	346
2018 Q2	–	Sell	-188	Closed	-$7K	–	951
2018 Q1	$7K	Sell	188 -86	-31%	-$3.3K	﹤0.01%	673
2017 Q4	$10K	Buy	274 +86	+46%	+$3.08K	0.01%	599
2017 Q3	$6K	Buy	+188	New	+$6.52K	﹤0.01%	630
2016 Q3	–	Sell	-126	Closed	-$3K	–	980
2016 Q2	$3K	Buy	+126	New	+$3.32K	﹤0.01%	739

Other funds holding SCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Plante Moran Financial Advisors's SCI Position: Q1 2023 in Review

Plante Moran Financial Advisors sold out of Service Corp International (SCI) in Q1 2023, closing a stake of 552 shares — an estimated $38.1K sold.

Plante Moran Financial Advisors first reported a position in SCI in Q2 2016 and held it in 5 quarters. The position peaked at $38.2K in Q4 2022. 482 funds tracked by Wall St. Rank hold SCI as of Q1 2023.

Plante Moran Financial Advisors reported no remaining Service Corp International position as of Q1 2023 after selling out during the quarter.
Plante Moran Financial Advisors sold 552 Service Corp International shares in Q1 2023, an estimated $38.1K.
Plante Moran Financial Advisors first reported a position in Service Corp International in Q2 2016 and held it in 5 quarters.
Plante Moran Financial Advisors's Service Corp International position peaked at $38.2K in Q4 2022.
482 funds tracked by Wall St. Rank held Service Corp International as of Q1 2023.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2023, filed 8 May 2023.