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Dean Investment Associates’s Carriage Services CSV Stock Holding History

Dean Investment Associates’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
2020
Q2 		– Sell
-80,605
Closed -$1.3M – 218
2020
Q1 		$1.3M Buy
+80,605
New +$1.74M 0.28% 143

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Dean Investment Associates's CSV Position: Q2 2020 in Review

Dean Investment Associates sold out of Carriage Services (CSV) in Q2 2020, closing a stake of 80,605 shares — an estimated $1.3M sold.

Dean Investment Associates first reported a position in CSV in Q1 2020 and held it in 1 quarter. The position peaked at $1.3M in Q1 2020. 116 funds tracked by Wall St. Rank hold CSV as of Q2 2020.

  • Dean Investment Associates reported no remaining Carriage Services position as of Q2 2020 after selling out during the quarter.
  • Dean Investment Associates sold 80,605 Carriage Services shares in Q2 2020, an estimated $1.3M.
  • Dean Investment Associates first reported a position in Carriage Services in Q1 2020 and held it in 1 quarter.
  • Dean Investment Associates's Carriage Services position peaked at $1.3M in Q1 2020.
  • 116 funds tracked by Wall St. Rank held Carriage Services as of Q2 2020.

Based on Dean Investment Associates's 13F filing for Q2 2020, filed 14 Aug 2020.