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Simon Quick Advisors’s Service Corp International SCI Stock Holding History

Simon Quick 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
2025
Q4 		– Sell
-10,734
Closed -$893K – 427
2025
Q3 		$893K Buy
10,734
+853
+9% +$68.1K 0.04% 199
2025
Q2 		$804K Sell
9,881
-1,079
-10% -$84.2K 0.04% 204
2025
Q1 		$879K Sell
10,960
-380
-3% -$29.9K 0.05% 180
2024
Q4 		$905K Sell
11,340
-50
-0.4% -$4.09K 0.05% 164
2024
Q3 		$899K Buy
11,390
+2,992
+36% +$227K 0.06% 165
2024
Q2 		$597K Buy
8,398
+4,329
+106% +$307K 0.04% 192
2024
Q1 		$302K Buy
4,069
+325
+9% +$22.9K 0.02% 293
2023
Q4 		$256K Sell
3,744
-238
-6% -$14.3K 0.02% 269
2023
Q3 		$228K Buy
3,982
+738
+23% +$46.6K 0.02% 280
2023
Q2 		$209K Sell
3,244
-733
-18% -$49K 0.02% 264
2023
Q1 		$274K Buy
+3,977
New +$275K 0.03% 223
2022
Q2 		– Sell
-1,867
Closed -$123K – 360
2022
Q1 		$123K Buy
1,867
+204
+12% +$12.8K 0.03% 132
2021
Q4 		$118K Sell
1,663
-290
-15% -$19.3K 0.03% 144
2021
Q3 		$117K Sell
1,953
-102
-5% -$6.21K 0.03% 153
2021
Q2 		$110K Buy
2,055
+104
+5% +$5.52K 0.03% 142
2021
Q1 		$99K Buy
1,951
+604
+45% +$30.2K 0.03% 149
2020
Q4 		$66K Buy
+1,347
New +$63.9K 0.02% 178

Other funds holding SCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Simon Quick Advisors's SCI Position: Q4 2025 in Review

Simon Quick Advisors sold out of Service Corp International (SCI) in Q4 2025, closing a stake of 10,734 shares — an estimated $893K sold.

Simon Quick Advisors first reported a position in SCI in Q4 2020 and held it in 17 quarters. The position peaked at $905K in Q4 2024. 553 funds tracked by Wall St. Rank hold SCI as of Q4 2025.

  • Simon Quick Advisors reported no remaining Service Corp International position as of Q4 2025 after selling out during the quarter.
  • Simon Quick Advisors sold 10,734 Service Corp International shares in Q4 2025, an estimated $893K.
  • Simon Quick Advisors first reported a position in Service Corp International in Q4 2020 and held it in 17 quarters.
  • Simon Quick Advisors's Service Corp International position peaked at $905K in Q4 2024.
  • 553 funds tracked by Wall St. Rank held Service Corp International as of Q4 2025.

Based on Simon Quick Advisors's 13F filing for Q4 2025, filed 29 Jan 2026.