Evergreen Capital Management’s Service Corp International SCI Stock Holding History

Evergreen Capital 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
2026 Q1	$331K	Buy	+4,009	New	+$324K	0.01%	1053
2025 Q4	–	Sell	-4,761	Closed	-$396K	–	1503
2025 Q3	$396K	Buy	4,761 +2,073	+77%	+$165K	0.01%	770
2025 Q2	$219K	Sell	2,688 -2,266	-46%	-$177K	0.01%	984
2025 Q1	$397K	Buy	4,954 +404	+9%	+$31.8K	0.01%	598
2024 Q4	$363K	Buy	4,550 +113	+3%	+$9.24K	0.01%	644
2024 Q3	$350K	Buy	4,437 +713	+19%	+$54.2K	0.01%	650
2024 Q2	$265K	Buy	+3,724	New	+$264K	0.01%	711
2020 Q1	–	Sell	-7,321	Closed	-$337K	–	478
2019 Q4	$337K	Hold	7,321	–	–	0.03%	327
2019 Q3	$350K	Hold	7,321	–	–	0.03%	280
2019 Q2	$342K	Buy	+7,321	New	+$316K	0.03%	291
2019 Q1	–	Sell	-5,138	Closed	-$207K	–	422
2018 Q4	$207K	Hold	5,138	–	–	0.02%	342
2018 Q3	$227K	Buy	+5,138	New	+$207K	0.02%	339

Other funds holding SCI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management 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 $1.02T AUM 30.18% 1-Year Est. Return

Evergreen Capital Management's SCI Position: Q1 2026 in Review

Evergreen Capital Management opened a new position in Service Corp International (SCI) in Q1 2026: 4,009 shares worth $331K. The stake represents 0.01% of the portfolio and ranks #1053 among its holdings. This is a return to the name: Evergreen Capital Management previously reported a position in SCI as recently as Q3 2025.

Evergreen Capital Management first reported a position in SCI in Q3 2018 and has held it in 12 quarters since. The position peaked at $397K in Q1 2025. 559 funds tracked by Wall St. Rank hold SCI as of Q1 2026.

Evergreen Capital Management held 4,009 shares of Service Corp International worth $331K as of Q1 2026.
Service Corp International was a new Evergreen Capital Management position in Q1 2026.
Service Corp International made up 0.01% of Evergreen Capital Management's portfolio in Q1 2026, its #1053 holding.
Evergreen Capital Management first reported a position in Service Corp International in Q3 2018 and has held it in 12 quarters since.
Evergreen Capital Management's Service Corp International position peaked at $397K in Q1 2025.
559 funds tracked by Wall St. Rank held Service Corp International as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.