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DC Investments Management’s Carriage Services CSV Stock Holding History

DC Investments 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
2024
Q4 		– Sell
-11,392
Closed -$374K – 93
2024
Q3 		$374K Hold
11,392
– – 0.26% 65
2024
Q2 		$306K Hold
11,392
– – 0.26% 71
2024
Q1 		$308K Hold
11,392
– – 0.25% 82
2023
Q4 		$285K Hold
11,392
– – 0.29% 68
2023
Q3 		$322K Sell
11,392
-4,581
-29% -$144K 0.4% 60
2023
Q2 		$519K Sell
15,973
-26,874
-63% -$753K 0.6% 38
2023
Q1 		$1.31M Sell
42,847
-43,048
-50% -$1.37M 1.56% 17
2022
Q4 		$2.37M Buy
85,895
+27,204
+46% +$739K 2.99% 13
2022
Q3 		$1.89M Buy
+58,691
New +$2.19M 4.32% 10

Other funds holding CSV

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 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

DC Investments Management's CSV Position: Q4 2024 in Review

DC Investments Management sold out of Carriage Services (CSV) in Q4 2024, closing a stake of 11,392 shares — an estimated $374K sold.

DC Investments Management first reported a position in CSV in Q3 2022 and held it in 9 quarters. The position peaked at $2.37M in Q4 2022. 153 funds tracked by Wall St. Rank hold CSV as of Q4 2024.

  • DC Investments Management reported no remaining Carriage Services position as of Q4 2024 after selling out during the quarter.
  • DC Investments Management sold 11,392 Carriage Services shares in Q4 2024, an estimated $374K.
  • DC Investments Management first reported a position in Carriage Services in Q3 2022 and held it in 9 quarters.
  • DC Investments Management's Carriage Services position peaked at $2.37M in Q4 2022.
  • 153 funds tracked by Wall St. Rank held Carriage Services as of Q4 2024.

Based on DC Investments Management's 13F filing for Q4 2024, filed 14 Feb 2025.