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 Q3	$244K	Buy	3,206 +9	+0.3%	+$730	﹤0.01%	1280
2026 Q2	$243K	Sell	3,197 -812	-20%	-$63.5K	﹤0.01%	1353
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

Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.6B AUM 38.62% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return

Evergreen Capital Management's SCI Position: Q3 2026 in Review

Evergreen Capital Management increased its Service Corp International (SCI) stake by 0.28% in Q3 2026, buying an estimated $730 and bringing the position to 3,206 shares worth $244K. The position accounts for ﹤0.01% of the portfolio, ranked #1280.

Evergreen Capital Management first reported a position in SCI in Q3 2018 and has held it in 14 quarters since. The position peaked at $397K in Q1 2025. 301 funds tracked by Wall St. Rank hold SCI as of Q3 2026.

Evergreen Capital Management held 3,206 shares of Service Corp International worth $244K as of Q3 2026.
Evergreen Capital Management bought 9 Service Corp International shares in Q3 2026, an estimated $730.
Service Corp International made up ﹤0.01% of Evergreen Capital Management's portfolio in Q3 2026, its #1280 holding.
Evergreen Capital Management first reported a position in Service Corp International in Q3 2018 and has held it in 14 quarters since.
Evergreen Capital Management's Service Corp International position peaked at $397K in Q1 2025.
301 funds tracked by Wall St. Rank held Service Corp International as of Q3 2026.

Based on Evergreen Capital Management's 13F filing for Q3 2026, filed 23 Oct 2026.