STA
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Summit Trail Advisors’s Service Corp International SCI Stock Holding History

Summit Trail 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
2026
Q1 		$1.82M Buy
22,030
+5,955
+37% +$481K 0.03% 599
2025
Q4 		$1.25M Sell
16,075
-5,424
-25% -$434K 0.02% 684
2025
Q3 		$1.79M Buy
21,499
+10,289
+92% +$821K 0.02% 510
2025
Q2 		$912K Buy
+11,210
New +$875K 0.02% 512
2018
Q1 		– Sell
-13
Closed -$1K – 1432
2017
Q4 		$1K Buy
+13
New +$465 ﹤0.01% 1854

Other funds holding SCI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $95.1B AUM 30.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return