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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
Q3 		– Hold
0
– – – 867
2023
Q2 		– Hold
0
– – – 888
2023
Q1 		– Sell
-552
Closed -$38.1K – 928
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $95.1B AUM 30.55% 1-Year Est. Return