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AJOVista’s Carriage Services CSV Stock Holding History

AJOVista’s Portfolio CSV Stock Details CSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$240K Buy
+7,296
New +$225K 1.02% 24

Other funds holding CSV

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

AJOVista's CSV Position: Q3 2024 in Review

AJOVista opened a new position in Carriage Services (CSV) in Q3 2024: 7,296 shares worth $240K. The stake represents 1.02% of the portfolio and ranks #24 among its holdings.

144 funds tracked by Wall St. Rank hold CSV as of Q3 2024.

  • AJOVista held 7,296 shares of Carriage Services worth $240K as of Q3 2024.
  • Carriage Services was a new AJOVista position in Q3 2024.
  • Carriage Services made up 1.02% of AJOVista's portfolio in Q3 2024, its #24 holding.
  • 144 funds tracked by Wall St. Rank held Carriage Services as of Q3 2024.

Based on AJOVista's 13F filing for Q3 2024, filed 12 Nov 2024.