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Axiom Investors’s Carriage Services CSV Stock Holding History

Axiom Investors’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
2017
Q2 		– Sell
-56,406
Closed -$1.53M – 144
2017
Q1 		$1.53M Sell
56,406
-92,817
-62% -$2.49M 0.04% 136
2016
Q4 		$4.27M Buy
149,223
+77,190
+107% +$2M 0.12% 84
2016
Q3 		$1.7M Sell
72,033
-59,700
-45% -$1.42M 0.05% 86
2016
Q2 		$3.12M Sell
131,733
-5,416
-4% -$125K 0.09% 91
2016
Q1 		$2.96M Buy
137,149
+14,472
+12% +$309K 0.09% 91
2015
Q4 		$2.96M Buy
122,677
+86,804
+242% +$2.02M 0.1% 86
2015
Q3 		$774K Sell
35,873
-31,815
-47% -$729K 0.02% 108
2015
Q2 		$1.62M Buy
+67,688
New +$1.65M 0.05% 114

Other funds holding CSV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Axiom Investors's CSV Position: Q2 2017 in Review

Axiom Investors sold out of Carriage Services (CSV) in Q2 2017, closing a stake of 56,406 shares — an estimated $1.53M sold.

Axiom Investors first reported a position in CSV in Q2 2015 and held it in 8 quarters. The position peaked at $4.27M in Q4 2016. 122 funds tracked by Wall St. Rank hold CSV as of Q2 2017.

  • Axiom Investors reported no remaining Carriage Services position as of Q2 2017 after selling out during the quarter.
  • Axiom Investors sold 56,406 Carriage Services shares in Q2 2017, an estimated $1.53M.
  • Axiom Investors first reported a position in Carriage Services in Q2 2015 and held it in 8 quarters.
  • Axiom Investors's Carriage Services position peaked at $4.27M in Q4 2016.
  • 122 funds tracked by Wall St. Rank held Carriage Services as of Q2 2017.

Based on Axiom Investors's 13F filing for Q2 2017, filed 14 Aug 2017.