DTL
CSV icon

Dynamic Technology Lab’s Carriage Services CSV Stock Holding History

Dynamic Technology Lab’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
Q4 		– Sell
-11,222
Closed -$500K – 818
2025
Q3 		$500K Buy
+11,222
New +$507K 0.08% 422
2024
Q3 		– Sell
-7,939
Closed -$213K – 1067
2024
Q2 		$213K Buy
+7,939
New +$208K 0.02% 783
2023
Q2 		– Sell
-6,855
Closed -$209K – 1064
2023
Q1 		$209K Buy
+6,855
New +$217K 0.02% 898
2022
Q3 		– Sell
-8,150
Closed -$323K – 1191
2022
Q2 		$323K Sell
8,150
-11,970
-59% -$517K 0.04% 736
2022
Q1 		$1.07M Buy
+20,120
New +$1.06M 0.13% 253
2021
Q3 		– Sell
-9,660
Closed -$357K – 1145
2021
Q2 		$357K Buy
9,660
+1,698
+21% +$63.4K 0.04% 718
2021
Q1 		$280K Buy
+7,962
New +$276K 0.03% 823
2020
Q1 		– Sell
-10,029
Closed -$257K – 1087
2019
Q4 		$257K Sell
10,029
-6,259
-38% -$152K 0.04% 740
2019
Q3 		$333K Buy
+16,288
New +$338K 0.06% 604
2018
Q4 		– Sell
-9,762
Closed -$210K – 1033
2018
Q3 		$210K Buy
+9,762
New +$230K 0.03% 870
2015
Q4 		– Sell
-11,027
Closed -$232K – 916
2015
Q3 		$232K Sell
11,027
-3,283
-23% -$75.3K 0.08% 566
2015
Q2 		$341K Buy
+14,310
New +$348K 0.12% 358

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 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 $3.37T AUM 44.26% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return

Dynamic Technology Lab's CSV Position: Q4 2025 in Review

Dynamic Technology Lab sold out of Carriage Services (CSV) in Q4 2025, closing a stake of 11,222 shares — an estimated $500K sold.

Dynamic Technology Lab first reported a position in CSV in Q2 2015 and held it in 12 quarters. The position peaked at $1.07M in Q1 2022. 155 funds tracked by Wall St. Rank hold CSV as of Q4 2025.

  • Dynamic Technology Lab reported no remaining Carriage Services position as of Q4 2025 after selling out during the quarter.
  • Dynamic Technology Lab sold 11,222 Carriage Services shares in Q4 2025, an estimated $500K.
  • Dynamic Technology Lab first reported a position in Carriage Services in Q2 2015 and held it in 12 quarters.
  • Dynamic Technology Lab's Carriage Services position peaked at $1.07M in Q1 2022.
  • 155 funds tracked by Wall St. Rank held Carriage Services as of Q4 2025.

Based on Dynamic Technology Lab's 13F filing for Q4 2025, filed 13 Feb 2026.