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Alberta Investment Management Corp (AIMCo)’s Carriage Services CSV Stock Holding History

Alberta Investment Management Corp (AIMCo)’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
2025
Q2 		– Sell
-37,400
Closed -$1.45M – 651
2025
Q1 		$1.45M Buy
37,400
+2,500
+7% +$99.2K 0.01% 518
2024
Q4 		$1.39M Buy
34,900
+2,700
+8% +$99.6K 0.01% 548
2024
Q3 		$1.06M Hold
32,200
– – 0.01% 563
2024
Q2 		$864K Hold
32,200
– – 0.01% 550
2024
Q1 		$871K Hold
32,200
– – 0.01% 689
2023
Q4 		$805K Hold
32,200
– – 0.01% 700
2023
Q3 		$910K Hold
32,200
– – 0.01% 666
2023
Q2 		$1.05M Hold
32,200
– – 0.01% 740
2023
Q1 		$983K Buy
+32,200
New +$1.02M 0.01% 764

Other funds holding CSV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 $3.38T AUM 44.17% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return

Alberta Investment Management Corp (AIMCo)'s CSV Position: Q2 2025 in Review

Alberta Investment Management Corp (AIMCo) sold out of Carriage Services (CSV) in Q2 2025, closing a stake of 37,400 shares — an estimated $1.45M sold.

Alberta Investment Management Corp (AIMCo) first reported a position in CSV in Q1 2023 and held it in 9 quarters. The position peaked at $1.45M in Q1 2025. 161 funds tracked by Wall St. Rank hold CSV as of Q2 2025.

  • Alberta Investment Management Corp (AIMCo) reported no remaining Carriage Services position as of Q2 2025 after selling out during the quarter.
  • Alberta Investment Management Corp (AIMCo) sold 37,400 Carriage Services shares in Q2 2025, an estimated $1.45M.
  • Alberta Investment Management Corp (AIMCo) first reported a position in Carriage Services in Q1 2023 and held it in 9 quarters.
  • Alberta Investment Management Corp (AIMCo)'s Carriage Services position peaked at $1.45M in Q1 2025.
  • 161 funds tracked by Wall St. Rank held Carriage Services as of Q2 2025.

Based on Alberta Investment Management Corp (AIMCo)'s 13F filing for Q2 2025, filed 8 Aug 2025.