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UCFA
United Capital Financial Advisors’s
Service Corp International
SCI
Stock Holding History
United Capital Financial 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
$327K
Buy
+3,958
New
+$320K
﹤0.01%
1305
2021
Q3
–
Sell
-3,822
Closed
-$205K
–
1240
2021
Q2
$205K
Sell
3,822
-6,788
-64%
-$360K
﹤0.01%
1161
2021
Q1
$542K
Buy
10,610
+207
+2%
+$10.4K
﹤0.01%
829
2020
Q4
$511K
Sell
10,403
-11,850
-53%
-$563K
﹤0.01%
837
2020
Q3
$939K
Buy
22,253
+6,568
+42%
+$280K
0.01%
681
2020
Q2
$610K
Buy
15,685
+68
+0.4%
+$2.61K
﹤0.01%
802
2020
Q1
$611K
Sell
15,617
-844
-5%
-$39.3K
0.01%
754
2019
Q4
$758K
Sell
16,461
-4,770
-22%
-$215K
﹤0.01%
874
2019
Q3
$1.01M
Buy
21,231
+1,551
+8%
+$72.8K
0.01%
750
2019
Q2
$921K
Buy
19,680
+14,203
+259%
+$613K
0.01%
842
2019
Q1
$220K
Buy
5,477
+116
+2%
+$4.84K
﹤0.01%
1240
2018
Q4
$216K
Buy
5,361
+247
+5%
+$10.7K
﹤0.01%
1176
2018
Q3
$226K
Buy
+5,114
New
+$206K
﹤0.01%
1219
2018
Q1
–
Sell
-6,201
Closed
-$232K
–
1356
2017
Q4
$232K
Buy
+6,201
New
+$222K
﹤0.01%
1197
Other funds holding SCI
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30.48%
1-Year Est. Return
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$97.9B AUM
20.73%
1-Year Est. Return
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$1.91T AUM
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$145B AUM
22.78%
1-Year Est. Return
Select Equity Group
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$18.8B AUM
17.33%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
VCM
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Malvern, Pennsylvania
$4.04T AUM
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Swedbank
Stockholm, Sweden
$116B AUM
46.87%
1-Year Est. Return
Invesco
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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