Berry Street Capital Management’s Carriage Services CSV Stock Holding History

Berry Street Capital Management’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
2023 Q3	$2.56M	Buy	+90,625	New	+$2.86M	0.75%	24

Other funds holding CSV

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Berry Street Capital Management's CSV Position: Q3 2023 in Review

Berry Street Capital Management opened a new position in Carriage Services (CSV) in Q3 2023: 90,625 shares worth $2.56M. The stake represents 0.75% of the portfolio and ranks #24 among its holdings.

119 funds tracked by Wall St. Rank hold CSV as of Q3 2023.

Berry Street Capital Management held 90,625 shares of Carriage Services worth $2.56M as of Q3 2023.
Carriage Services was a new Berry Street Capital Management position in Q3 2023.
Carriage Services made up 0.75% of Berry Street Capital Management's portfolio in Q3 2023, its #24 holding.
119 funds tracked by Wall St. Rank held Carriage Services as of Q3 2023.

Based on Berry Street Capital Management's 13F filing for Q3 2023, filed 13 Nov 2023.