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EAM Investors’s Carriage Services CSV Stock Holding History

EAM Investors’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 		– Sell
-24,164
Closed -$1.11M – 279
2025
Q2 		$1.11M Buy
+24,164
New +$1.01M 0.17% 154
2022
Q1 		– Sell
-68,459
Closed -$4.41M – 306
2021
Q4 		$4.41M Buy
68,459
+30,977
+83% +$1.6M 0.72% 17
2021
Q3 		$1.67M Buy
+37,482
New +$1.52M 0.28% 166
2015
Q3 		– Sell
-49,744
Closed -$1.19M – 304
2015
Q2 		$1.19M Sell
49,744
-6,294
-11% -$153K 0.14% 282
2015
Q1 		$1.34M Buy
+56,038
New +$1.27M 0.15% 253

Other funds holding CSV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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 $432B 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

EAM Investors's CSV Position: Q3 2025 in Review

EAM Investors sold out of Carriage Services (CSV) in Q3 2025, closing a stake of 24,164 shares — an estimated $1.11M sold.

EAM Investors first reported a position in CSV in Q1 2015 and held it in 5 quarters. The position peaked at $4.41M in Q4 2021. 172 funds tracked by Wall St. Rank hold CSV as of Q3 2025.

  • EAM Investors reported no remaining Carriage Services position as of Q3 2025 after selling out during the quarter.
  • EAM Investors sold 24,164 Carriage Services shares in Q3 2025, an estimated $1.11M.
  • EAM Investors first reported a position in Carriage Services in Q1 2015 and held it in 5 quarters.
  • EAM Investors's Carriage Services position peaked at $4.41M in Q4 2021.
  • 172 funds tracked by Wall St. Rank held Carriage Services as of Q3 2025.

Based on EAM Investors's 13F filing for Q3 2025, filed 14 Nov 2025.