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Sowell Financial Services’s Service Corp International SCI Stock Holding History

Sowell Financial Services’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 		– Sell
-13,969
Closed -$902K – 591
2023
Q2 		$902K Buy
+13,969
New +$933K 0.05% 372
2020
Q4 		– Sell
-36
Closed -$2K – 2837
2020
Q3 		$2K Buy
+36
New +$1.54K ﹤0.01% 2266
2020
Q2 		– Sell
-141
Closed -$6K – 2638
2020
Q1 		$6K Buy
+141
New +$6.56K ﹤0.01% 1779

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 $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sowell Financial Services's SCI Position: Q3 2023 in Review

Sowell Financial Services sold out of Service Corp International (SCI) in Q3 2023, closing a stake of 13,969 shares — an estimated $902K sold.

Sowell Financial Services first reported a position in SCI in Q1 2020 and held it in 3 quarters. The position peaked at $902K in Q2 2023. 462 funds tracked by Wall St. Rank hold SCI as of Q3 2023.

  • Sowell Financial Services reported no remaining Service Corp International position as of Q3 2023 after selling out during the quarter.
  • Sowell Financial Services sold 13,969 Service Corp International shares in Q3 2023, an estimated $902K.
  • Sowell Financial Services first reported a position in Service Corp International in Q1 2020 and held it in 3 quarters.
  • Sowell Financial Services's Service Corp International position peaked at $902K in Q2 2023.
  • 462 funds tracked by Wall St. Rank held Service Corp International as of Q3 2023.

Based on Sowell Financial Services's 13F filing for Q3 2023, filed 8 Nov 2023.