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Globeflex Capital’s Carriage Services CSV Stock Holding History

Globeflex Capital’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
2022
Q3 		– Sell
-8,335
Closed -$330K – 499
2022
Q2 		$330K Hold
8,335
– – 0.08% 271
2022
Q1 		$445K Hold
8,335
– – 0.09% 247
2021
Q4 		$537K Hold
8,335
– – 0.11% 230
2021
Q3 		$372K Hold
8,335
– – 0.08% 262
2021
Q2 		$308K Hold
8,335
– – 0.06% 347
2021
Q1 		$293K Hold
8,335
– – 0.05% 353
2020
Q4 		$261K Buy
+8,335
New +$227K 0.06% 358

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GACM
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Vanguard Group
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Renaissance Technologies
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State Street
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FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return