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Welch & Forbes’s Service Corp International SCI Stock Holding History

Welch & Forbes’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
2021
Q1 		– Sell
-20,300
Closed -$997K – 394
2020
Q4 		$997K Hold
20,300
– – 0.02% 216
2020
Q3 		$857K Hold
20,300
– – 0.02% 214
2020
Q2 		$790K Buy
+20,300
New +$780K 0.02% 212

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
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Welch & Forbes's SCI Position: Q1 2021 in Review

Welch & Forbes sold out of Service Corp International (SCI) in Q1 2021, closing a stake of 20,300 shares — an estimated $997K sold.

Welch & Forbes first reported a position in SCI in Q2 2020 and held it in 3 quarters. The position peaked at $997K in Q4 2020. 435 funds tracked by Wall St. Rank hold SCI as of Q1 2021.

  • Welch & Forbes reported no remaining Service Corp International position as of Q1 2021 after selling out during the quarter.
  • Welch & Forbes sold 20,300 Service Corp International shares in Q1 2021, an estimated $997K.
  • Welch & Forbes first reported a position in Service Corp International in Q2 2020 and held it in 3 quarters.
  • Welch & Forbes's Service Corp International position peaked at $997K in Q4 2020.
  • 435 funds tracked by Wall St. Rank held Service Corp International as of Q1 2021.

Based on Welch & Forbes's 13F filing for Q1 2021, filed 14 Apr 2021.