Federated Hermes
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Federated Hermes’s Carriage Services CSV Stock Holding History

Federated Hermes’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
-83
Closed -$3.8K – 2141
2025
Q2 		$3.8K Sell
83
-103
-55% -$4.3K ﹤0.01% 1910
2025
Q1 		$7.21K Buy
186
+62
+50% +$2.46K ﹤0.01% 1844
2024
Q4 		$4.94K Buy
+124
New +$4.58K ﹤0.01% 1897
2023
Q1 		– Sell
-30,824
Closed -$849K – 2145
2022
Q4 		$849K Buy
30,824
+30,823
+3,082,300% +$838K ﹤0.01% 1189
2022
Q3 		$1K Sell
1
-39
-98% -$1.46K ﹤0.01% 2024
2022
Q2 		$2K Sell
40
-788
-95% -$34K ﹤0.01% 1970
2022
Q1 		$44K Sell
828
-561
-40% -$29.6K ﹤0.01% 1751
2021
Q4 		$90K Sell
1,389
-1,762
-56% -$91.3K ﹤0.01% 1717
2021
Q3 		$141K Sell
3,151
-24
-0.8% -$971 ﹤0.01% 1723
2021
Q2 		$117K Sell
3,175
-2
-0.1% -$75 ﹤0.01% 1761
2021
Q1 		$112K Buy
3,177
+1,751
+123% +$60.8K ﹤0.01% 1774
2020
Q4 		$45K Buy
1,426
+39
+3% +$1.06K ﹤0.01% 1826
2020
Q3 		$31K Sell
1,387
-39
-3% -$820 ﹤0.01% 1840
2020
Q2 		$26K Buy
1,426
+499
+54% +$8.4K ﹤0.01% 1840
2020
Q1 		$15K Sell
927
-234
-20% -$5.06K ﹤0.01% 1821
2019
Q4 		$29K Buy
1,161
+1,140
+5,429% +$27.6K ﹤0.01% 1795
2019
Q3 		$1K Buy
+21
New +$436 ﹤0.01% 2089
2015
Q3 		– Sell
-86
Closed -$2K – 1988
2015
Q2 		$2K Sell
86
-6,458
-99% -$157K ﹤0.01% 1864
2015
Q1 		$156K Buy
6,544
+3,523
+117% +$79.8K ﹤0.01% 1543
2014
Q4 		$63K Buy
+3,021
New +$58.2K ﹤0.01% 1638

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
DLP
De Lisle Partners Poole, United Kingdom $916M AUM 54.05% 1-Year Est. Return

Federated Hermes's CSV Position: Q3 2025 in Review

Federated Hermes sold out of Carriage Services (CSV) in Q3 2025, closing a stake of 83 shares — an estimated $3.8K sold.

Federated Hermes first reported a position in CSV in Q4 2014 and held it in 20 quarters. The position peaked at $849K in Q4 2022. 172 funds tracked by Wall St. Rank hold CSV as of Q3 2025.

  • Federated Hermes reported no remaining Carriage Services position as of Q3 2025 after selling out during the quarter.
  • Federated Hermes sold 83 Carriage Services shares in Q3 2025, an estimated $3.8K.
  • Federated Hermes first reported a position in Carriage Services in Q4 2014 and held it in 20 quarters.
  • Federated Hermes's Carriage Services position peaked at $849K in Q4 2022.
  • 172 funds tracked by Wall St. Rank held Carriage Services as of Q3 2025.

Based on Federated Hermes's 13F filing for Q3 2025, filed 3 Nov 2025.