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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 $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DLP
De Lisle Partners Poole, United Kingdom $836M AUM 58.41% 1-Year Est. Return