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Hamilton Wealth’s Carriage Services CSV Stock Holding History

Hamilton Wealth’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
2023
Q2 		– Sell
-9,900
Closed -$302K – 96
2023
Q1 		$302K Buy
+9,900
New +$314K 0.11% 69
2022
Q1 		– Sell
-7,010
Closed -$452K – 80
2021
Q4 		$452K Buy
+7,010
New +$363K 0.2% 37

Other funds holding CSV

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return

Hamilton Wealth's CSV Position: Q2 2023 in Review

Hamilton Wealth sold out of Carriage Services (CSV) in Q2 2023, closing a stake of 9,900 shares — an estimated $302K sold.

Hamilton Wealth first reported a position in CSV in Q4 2021 and held it in 2 quarters. The position peaked at $452K in Q4 2021. 116 funds tracked by Wall St. Rank hold CSV as of Q2 2023.

  • Hamilton Wealth reported no remaining Carriage Services position as of Q2 2023 after selling out during the quarter.
  • Hamilton Wealth sold 9,900 Carriage Services shares in Q2 2023, an estimated $302K.
  • Hamilton Wealth first reported a position in Carriage Services in Q4 2021 and held it in 2 quarters.
  • Hamilton Wealth's Carriage Services position peaked at $452K in Q4 2021.
  • 116 funds tracked by Wall St. Rank held Carriage Services as of Q2 2023.

Based on Hamilton Wealth's 13F filing for Q2 2023, filed 14 Aug 2023.