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Creekmur Asset Management’s Carriage Services CSV Stock Holding History

Creekmur Asset 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
2025
Q3 		$197 Hold
4
– – ﹤0.01% 697
2025
Q2 		$202 Sell
4
-1
-20% -$42 ﹤0.01% 709
2025
Q1 		$195 Sell
5
-1
-17% -$40 ﹤0.01% 663
2024
Q4 		$255 Hold
6
– – ﹤0.01% 778
2024
Q3 		$210 Sell
6
-129
-96% -$3.99K ﹤0.01% 864
2024
Q2 		$3.63K Sell
135
-1,271
-90% -$33.4K ﹤0.01% 630
2024
Q1 		$38K Sell
1,406
-4,739
-77% -$119K 0.01% 284
2023
Q4 		$154K Buy
+6,145
New +$145K 0.05% 160

Other funds holding CSV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
DLP
De Lisle Partners Poole, United Kingdom $916M AUM 54.05% 1-Year Est. Return

Creekmur Asset Management's CSV Position: Q3 2025 in Review

Creekmur Asset Management held its Carriage Services (CSV) position steady in Q3 2025 at 4 shares worth $197. The position accounts for ﹤0.01% of the portfolio, ranked #697.

Creekmur Asset Management first reported a position in CSV in Q4 2023 and has held it in 8 quarters since. The position peaked at $154K in Q4 2023. 172 funds tracked by Wall St. Rank hold CSV as of Q3 2025.

  • Creekmur Asset Management held 4 shares of Carriage Services worth $197 as of Q3 2025.
  • Creekmur Asset Management left its Carriage Services share count unchanged in Q3 2025.
  • Carriage Services made up ﹤0.01% of Creekmur Asset Management's portfolio in Q3 2025, its #697 holding.
  • Creekmur Asset Management first reported a position in Carriage Services in Q4 2023 and has held it in 8 quarters since.
  • Creekmur Asset Management's Carriage Services position peaked at $154K in Q4 2023.
  • 172 funds tracked by Wall St. Rank held Carriage Services as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.