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Engineers Gate Manager’s Carriage Services CSV Stock Holding History

Engineers Gate Manager’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
2026
Q1 		$287K Buy
+6,293
New +$274K ﹤0.01% 1727
2025
Q2 		– Sell
-7,702
Closed -$298K – 2215
2025
Q1 		$298K Buy
7,702
+37
+0.5% +$1.47K 0.01% 1707
2024
Q4 		$305K Buy
7,665
+1,433
+23% +$52.9K 0.01% 1688
2024
Q3 		$205K Sell
6,232
-2,422
-28% -$74.8K ﹤0.01% 1796
2024
Q2 		$232K Buy
+8,654
New +$227K 0.01% 1585
2022
Q2 		– Sell
-4,892
Closed -$261K – 1971
2022
Q1 		$261K Buy
+4,892
New +$258K 0.01% 1489
2021
Q2 		– Sell
-14,050
Closed -$494K – 1681
2021
Q1 		$494K Sell
14,050
-1,060
-7% -$36.8K 0.02% 1000
2020
Q4 		$473K Buy
+15,110
New +$412K 0.02% 1017
2020
Q3 		– Sell
-28,002
Closed -$507K – 1727
2020
Q2 		$507K Buy
+28,002
New +$472K 0.03% 940
2020
Q1 		– Sell
-11,560
Closed -$296K – 1625
2019
Q4 		$296K Buy
+11,560
New +$280K 0.01% 1265
2019
Q3 		– Sell
-11,474
Closed -$218K – 1423
2019
Q2 		$218K Sell
11,474
-3,800
-25% -$72.5K 0.01% 964
2019
Q1 		$294K Buy
15,274
+2,001
+15% +$38.6K 0.02% 744
2018
Q4 		$206K Sell
13,273
-185
-1% -$3.24K 0.02% 741
2018
Q3 		$290K Buy
13,458
+3,636
+37% +$85.6K 0.02% 650
2018
Q2 		$241K Buy
+9,822
New +$256K 0.02% 735

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 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

Engineers Gate Manager's CSV Position: Q1 2026 in Review

Engineers Gate Manager opened a new position in Carriage Services (CSV) in Q1 2026: 6,293 shares worth $287K. The stake represents ﹤0.01% of the portfolio and ranks #1727 among its holdings. This is a return to the name: Engineers Gate Manager previously reported a position in CSV as recently as Q1 2025.

Engineers Gate Manager first reported a position in CSV in Q2 2018 and has held it in 15 quarters since. The position peaked at $507K in Q2 2020. 167 funds tracked by Wall St. Rank hold CSV as of Q1 2026.

  • Engineers Gate Manager held 6,293 shares of Carriage Services worth $287K as of Q1 2026.
  • Carriage Services was a new Engineers Gate Manager position in Q1 2026.
  • Carriage Services made up ﹤0.01% of Engineers Gate Manager's portfolio in Q1 2026, its #1727 holding.
  • Engineers Gate Manager first reported a position in Carriage Services in Q2 2018 and has held it in 15 quarters since.
  • Engineers Gate Manager's Carriage Services position peaked at $507K in Q2 2020.
  • 167 funds tracked by Wall St. Rank held Carriage Services as of Q1 2026.

Based on Engineers Gate Manager's 13F filing for Q1 2026, filed 15 May 2026.