SPIS
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Steward Partners Investment Solutions’s Service Corp International SCI Stock Holding History

Steward Partners Investment Solutions’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
2024
Q1 		– Sell
-3,304
Closed -$226K – 267
2023
Q4 		$226K Buy
+3,304
New +$199K 0.09% 129

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State Street
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 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

Steward Partners Investment Solutions's SCI Position: Q1 2024 in Review

Steward Partners Investment Solutions sold out of Service Corp International (SCI) in Q1 2024, closing a stake of 3,304 shares — an estimated $226K sold.

Steward Partners Investment Solutions first reported a position in SCI in Q4 2023 and held it in 1 quarter. The position peaked at $226K in Q4 2023. 493 funds tracked by Wall St. Rank hold SCI as of Q1 2024.

  • Steward Partners Investment Solutions reported no remaining Service Corp International position as of Q1 2024 after selling out during the quarter.
  • Steward Partners Investment Solutions sold 3,304 Service Corp International shares in Q1 2024, an estimated $226K.
  • Steward Partners Investment Solutions first reported a position in Service Corp International in Q4 2023 and held it in 1 quarter.
  • Steward Partners Investment Solutions's Service Corp International position peaked at $226K in Q4 2023.
  • 493 funds tracked by Wall St. Rank held Service Corp International as of Q1 2024.

Based on Steward Partners Investment Solutions's 13F filing for Q1 2024, filed 15 May 2024.