Benjamin F. Edwards & Company’s Carriage Services CSV Stock Holding History

Benjamin F. Edwards & Company’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
2021 Q4	–	Sell	-16,532	Closed	-$737K	–	1715
2021 Q3	$737K	Buy	+16,532	New	+$669K	0.04%	387
2019 Q3	–	Sell	-130	Closed	-$2K	–	1849
2019 Q2	$2K	Hold	130	–	–	﹤0.01%	1784
2019 Q1	$3K	Hold	130	–	–	﹤0.01%	1560
2018 Q4	$2K	Hold	130	–	–	﹤0.01%	1591
2018 Q3	$3K	Hold	130	–	–	﹤0.01%	1473
2018 Q2	$3K	Hold	130	–	–	﹤0.01%	1470
2018 Q1	$4K	Hold	130	–	–	﹤0.01%	1437
2017 Q4	$3K	Hold	130	–	–	﹤0.01%	1428
2017 Q3	$3K	Hold	130	–	–	﹤0.01%	1388
2017 Q2	$4K	Hold	130	–	–	﹤0.01%	1271
2017 Q1	$4K	Buy	+130	New	+$3.48K	﹤0.01%	1191

Other funds holding CSV

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

GACM

Global Alpha Capital Management Montreal, Quebec, Canada $1.67B AUM 35.09% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

MRCM

Mill Road Capital Management Greenwich, Connecticut $203M AUM 79.43% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return

Benjamin F. Edwards & Company's CSV Position: Q4 2021 in Review

Benjamin F. Edwards & Company sold out of Carriage Services (CSV) in Q4 2021, closing a stake of 16,532 shares — an estimated $737K sold.

Benjamin F. Edwards & Company first reported a position in CSV in Q1 2017 and held it in 11 quarters. The position peaked at $737K in Q3 2021. 158 funds tracked by Wall St. Rank hold CSV as of Q4 2021.

Benjamin F. Edwards & Company reported no remaining Carriage Services position as of Q4 2021 after selling out during the quarter.
Benjamin F. Edwards & Company sold 16,532 Carriage Services shares in Q4 2021, an estimated $737K.
Benjamin F. Edwards & Company first reported a position in Carriage Services in Q1 2017 and held it in 11 quarters.
Benjamin F. Edwards & Company's Carriage Services position peaked at $737K in Q3 2021.
158 funds tracked by Wall St. Rank held Carriage Services as of Q4 2021.

Based on Benjamin F. Edwards & Company's 13F filing for Q4 2021, filed 7 Feb 2022.