VWM
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Venturi Wealth Management’s Service Corp International SCI Stock Holding History

Venturi Wealth Management’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
2025
Q1 		– Sell
-1,114
Closed -$88.9K – 1584
2024
Q4 		$88.9K Sell
1,114
-127
-10% -$10.4K ﹤0.01% 825
2024
Q3 		$98K Sell
1,241
-51
-4% -$3.88K 0.01% 573
2024
Q2 		$91.9K Buy
1,292
+67
+5% +$4.75K 0.01% 520
2024
Q1 		$90.9K Sell
1,225
-305
-20% -$21.5K 0.01% 427
2023
Q4 		$105K Hold
1,530
– – 0.01% 408
2023
Q3 		$87.4K Hold
1,530
– – 0.01% 417
2023
Q2 		$98.8K Sell
1,530
-325
-18% -$21.7K 0.01% 374
2023
Q1 		$128K Buy
+1,855
New +$128K 0.01% 372
2022
Q1 		– Sell
-3,855
Closed -$274K – 351
2021
Q4 		$274K Buy
+3,855
New +$256K 0.02% 294

Other funds holding SCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return