Axa’s Carriage Services CSV Stock Holding History

Axa’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 Q1	–	Sell	-34,719	Closed	-$1.38M	–	1068
2024 Q4	$1.38M	Hold	34,719	–	–	﹤0.01%	829
2024 Q3	$1.14M	Hold	34,719	–	–	﹤0.01%	859
2024 Q2	$932K	Buy	+34,719	New	+$911K	﹤0.01%	881
2021 Q1	–	Sell	-51,200	Closed	-$1.6M	–	1234
2020 Q4	$1.6M	Hold	51,200	–	–	0.01%	892
2020 Q3	$1.14M	Hold	51,200	–	–	﹤0.01%	914
2020 Q2	$928K	Buy	+51,200	New	+$862K	﹤0.01%	967
2020 Q1	–	Sell	-8,500	Closed	-$218K	–	1184
2019 Q4	$218K	Buy	+8,500	New	+$206K	﹤0.01%	1118

Other funds holding CSV

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return

Axa's CSV Position: Q1 2025 in Review

Axa sold out of Carriage Services (CSV) in Q1 2025, closing a stake of 34,719 shares — an estimated $1.38M sold.

Axa first reported a position in CSV in Q4 2019 and held it in 7 quarters. The position peaked at $1.6M in Q4 2020. 157 funds tracked by Wall St. Rank hold CSV as of Q1 2025.

Axa reported no remaining Carriage Services position as of Q1 2025 after selling out during the quarter.
Axa sold 34,719 Carriage Services shares in Q1 2025, an estimated $1.38M.
Axa first reported a position in Carriage Services in Q4 2019 and held it in 7 quarters.
Axa's Carriage Services position peaked at $1.6M in Q4 2020.
157 funds tracked by Wall St. Rank held Carriage Services as of Q1 2025.

Based on Axa's 13F filing for Q1 2025, filed 15 May 2025.