Carmel Capital Partners’s Carriage Services CSV Stock Holding History

Carmel Capital Partners’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 Q4	–	Sell	-54	Closed	-$1.53K	–	267
2023 Q3	$1.53K	Buy	+54	New	+$1.7K	﹤0.01%	645

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

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

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

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Carmel Capital Partners's CSV Position: Q4 2023 in Review

Carmel Capital Partners sold out of Carriage Services (CSV) in Q4 2023, closing a stake of 54 shares — an estimated $1.53K sold.

Carmel Capital Partners first reported a position in CSV in Q3 2023 and held it in 1 quarter. The position peaked at $1.53K in Q3 2023. 114 funds tracked by Wall St. Rank hold CSV as of Q4 2023.

Carmel Capital Partners reported no remaining Carriage Services position as of Q4 2023 after selling out during the quarter.
Carmel Capital Partners sold 54 Carriage Services shares in Q4 2023, an estimated $1.53K.
Carmel Capital Partners first reported a position in Carriage Services in Q3 2023 and held it in 1 quarter.
Carmel Capital Partners's Carriage Services position peaked at $1.53K in Q3 2023.
114 funds tracked by Wall St. Rank held Carriage Services as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.