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Concurrent Investment Advisors, LLC → SCI
Concurrent Investment Advisors, LLC SCI Position History
Service Corporation International • Consumer Defensive
Quarters held
7
Latest value
$1.4M
Q3 2026
Peak value
$1.4M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $38K |
| Q4 2025 | $244K |
| Q1 2026 | $102K |
| Q1 2026 | $313K |
| Q2 2026 | $75K |
| Q2 2026 | $1.2M |
| Q3 2026 | $1.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.4M | 18.5K | — | — |
| Q2 2026 | $1.2M | 16.4K | — | — |
| Q2 2026 | $75K | 989 | — | — |
| Q1 2026 | $313K | 3.8K | — | — |
| Q1 2026 | $102K | 1.2K | — | — |
| Q4 2025 | $244K | 3.1K | — | — |
| Q4 2025 | $38K | 482 | — | — |
Other funds holding SCI
$1.1B
$1.1B
$964.2M
$571.9M
$527.3M
$525.4M
$369.6M