SCI — SERVICE CORP INTL

Ownership history in Modera Wealth Management, LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Modera Wealth Management, LLC reported a position in SERVICE CORP INTL (SCI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.01% (2021 Q4)
Avg. % of fund
0.01%
First filed
2021 Q4
Last filed
2025 Q3
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 2,759 -1,357 -33.0% 0.00% $230K $82.50
2021 Q4 INITIATED 4,116 — — 0.01% $292K $66.23
% of Fund (quarterly)    SCI price (monthly, adj. close)

Other funds also holding SCI

As of 2025 Q4 — sorted by position size

DUDLEY & SHANLEY, INC. 3Y 7Y 4.61% Catawba River Capital 3Y 3.91% Turtle Creek Asset Management Inc. 3Y 7Y 3.56% Premier Fund Managers Ltd 3Y 7Y 2.92% Select Equity Group, L.P. 3Y 7Y 2.16% Maj Invest Holding A/S 3Y 7Y 1.37% Bell Asset Management Ltd 3Y 7Y 1.17% Nordwand Advisors, LLC 3Y 1.02% VAUGHAN DAVID INVESTMENTS LLC/IL 3Y 7Y 0.9% JGP Wealth Management, LLC 3Y 7Y 0.83%
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