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Waldron Private Wealth’s Service Corp International SCI Stock Holding History

Waldron Private 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
2024
Q4 		– Sell
-728
Closed -$57.5K – 443
2024
Q3 		$57.5K Buy
+728
New +$55.3K ﹤0.01% 436

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
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 $19.5B AUM 17.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Waldron Private Wealth's SCI Position: Q4 2024 in Review

Waldron Private Wealth sold out of Service Corp International (SCI) in Q4 2024, closing a stake of 728 shares — an estimated $57.5K sold.

Waldron Private Wealth first reported a position in SCI in Q3 2024 and held it in 1 quarter. The position peaked at $57.5K in Q3 2024. 533 funds tracked by Wall St. Rank hold SCI as of Q4 2024.

  • Waldron Private Wealth reported no remaining Service Corp International position as of Q4 2024 after selling out during the quarter.
  • Waldron Private Wealth sold 728 Service Corp International shares in Q4 2024, an estimated $57.5K.
  • Waldron Private Wealth first reported a position in Service Corp International in Q3 2024 and held it in 1 quarter.
  • Waldron Private Wealth's Service Corp International position peaked at $57.5K in Q3 2024.
  • 533 funds tracked by Wall St. Rank held Service Corp International as of Q4 2024.

Based on Waldron Private Wealth's 13F filing for Q4 2024, filed 24 Jan 2025.