SteelPeak Wealth’s Service Corp International SCI Stock Holding History

SteelPeak Wealth’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
2022 Q2	–	Sell	-18,937	Closed	-$1.25M	–	470
2022 Q1	$1.25M	Sell	18,937 -7,722	-29%	-$486K	0.07%	159
2021 Q4	$1.89M	Buy	26,659 +7,894	+42%	+$524K	0.11%	124
2021 Q3	$1.13M	Sell	18,765 -4,745	-20%	-$289K	0.07%	157
2021 Q2	$1.26M	Buy	+23,510	New	+$1.25M	0.09%	151

Other funds holding SCI

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SteelPeak Wealth's SCI Position: Q2 2022 in Review

SteelPeak Wealth sold out of Service Corp International (SCI) in Q2 2022, closing a stake of 18,937 shares — an estimated $1.25M sold.

SteelPeak Wealth first reported a position in SCI in Q2 2021 and held it in 4 quarters. The position peaked at $1.89M in Q4 2021. 495 funds tracked by Wall St. Rank hold SCI as of Q2 2022.

SteelPeak Wealth reported no remaining Service Corp International position as of Q2 2022 after selling out during the quarter.
SteelPeak Wealth sold 18,937 Service Corp International shares in Q2 2022, an estimated $1.25M.
SteelPeak Wealth first reported a position in Service Corp International in Q2 2021 and held it in 4 quarters.
SteelPeak Wealth's Service Corp International position peaked at $1.89M in Q4 2021.
495 funds tracked by Wall St. Rank held Service Corp International as of Q2 2022.

Based on SteelPeak Wealth's 13F filing for Q2 2022, filed 2 Aug 2022.