SCI β€” SERVICE CORP INTL

Ownership history in Tortoise Investment Management, LLC  Β·  7 quarters on record

AI Ownership Summary

Tortoise Investment Management, LLC reported SERVICE CORP INTL (SCI) in 7 quarterly 13F filings from 2024 Q1 through 2025 Q3. The latest visible filing shows SCI at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SCI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Tortoise Investment Management, LLC's position in SERVICE CORP INTL, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

SCI was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Tortoise Investment Management, LLC held SCI β€” position size vs. price
% of Fund (quarterly)    SCI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 16 +5 +45.5% 0.00% $1K 2025-11-13 $79.16
2025 Q2 UNCHANGED 11 β€” 0% 0.00% $895 2025-08-08 $79.51
2025 Q1 UNCHANGED 11 β€” 0% 0.00% $882 2025-05-14 $74.06
2024 Q4 UNCHANGED 11 β€” 0% 0.00% $878 2025-02-07 $74.77
2024 Q3 UNCHANGED 11 β€” 0% 0.00% $868 2024-11-13 $83.08
2024 Q2 UNCHANGED 11 β€” 0% 0.00% $782 2024-08-01 $72.66
2024 Q1 INITIATED 11 β€” β€” 0.00% $816 2024-05-09 $68.59

FAQ About Tortoise Investment Management, LLC and SCI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Tortoise Investment Management, LLC reported owning SCI?

Tortoise Investment Management, LLC reported SCI across 7 quarterly 13F filings, from 2024 Q1 through 2025 Q3.

What was the largest reported SCI position in Tortoise Investment Management, LLC's portfolio?

The largest reported portfolio weight for SCI was 0.00% in 2025 Q3.

What is the latest reported SCI position on this page?

The most recent filing on this page is 2025 Q3, when Tortoise Investment Management, LLC reported 16 shares, equal to 0.00% of portfolio, with an estimated market value of $1K.

What does the chart on this SCI ownership page compare?

The chart compares Tortoise Investment Management, LLC's quarterly SCI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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