EMC Capital Management’s Carriage Services CSV Stock Holding History

EMC Capital 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 Q4	$164K	Sell	3,869 -683	-15%	-$29.7K	0.07%	98
2025 Q3	$203K	Hold	4,552	–	–	0.1%	88
2025 Q2	$208K	Sell	4,552 -1,675	-27%	-$69.9K	0.11%	74
2025 Q1	$241K	Hold	6,227	–	–	0.15%	118
2024 Q4	$248K	Buy	6,227 +1,419	+30%	+$52.3K	0.14%	123
2024 Q3	$234K	Sell	4,808 -1,419	-23%	-$43.9K	0.15%	132
2024 Q2	$167K	Hold	6,227	–	–	0.1%	185
2024 Q1	$168K	Buy	+6,227	New	+$156K	0.1%	195

Other funds holding CSV

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

EMC Capital Management's CSV Position: Q4 2025 in Review

EMC Capital Management reduced its Carriage Services (CSV) stake by 15% in Q4 2025, selling an estimated $29.7K and leaving 3,869 shares worth $164K. The position accounts for 0.07% of the portfolio, ranked #98.

EMC Capital Management first reported a position in CSV in Q1 2024 and has held it in 8 quarters since. The position peaked at $248K in Q4 2024. 155 funds tracked by Wall St. Rank hold CSV as of Q4 2025.

EMC Capital Management held 3,869 shares of Carriage Services worth $164K as of Q4 2025.
EMC Capital Management sold 683 Carriage Services shares in Q4 2025, an estimated $29.7K.
Carriage Services made up 0.07% of EMC Capital Management's portfolio in Q4 2025, its #98 holding.
EMC Capital Management first reported a position in Carriage Services in Q1 2024 and has held it in 8 quarters since.
EMC Capital Management's Carriage Services position peaked at $248K in Q4 2024.
155 funds tracked by Wall St. Rank held Carriage Services as of Q4 2025.

Based on EMC Capital Management's 13F filing for Q4 2025, filed 9 Mar 2026.