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Hillsdale Investment Management’s Carriage Services CSV Stock Holding History

Hillsdale Investment 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
2026
Q1 		$260K Hold
5,700
– – 0.01% 539
2025
Q4 		$241K Sell
5,700
-1,000
-15% -$43.4K 0.01% 487
2025
Q3 		$298K Hold
6,700
– – 0.01% 465
2025
Q2 		$306K Hold
6,700
– – 0.01% 428
2025
Q1 		$260K Sell
6,700
-54,786
-89% -$2.17M 0.01% 402
2024
Q4 		$2.45M Buy
61,486
+800
+1% +$29.5K 0.12% 200
2024
Q3 		$1.99M Sell
60,686
-500
-0.8% -$15.5K 0.15% 195
2024
Q2 		$1.64M Buy
61,186
+5,100
+9% +$134K 0.13% 201
2024
Q1 		$1.52M Buy
+56,086
New +$1.4M 0.12% 191
2020
Q1 		– Sell
-35,500
Closed -$909K – 609
2019
Q4 		$909K Buy
+35,500
New +$861K 0.08% 213

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

Hillsdale Investment Management's CSV Position: Q1 2026 in Review

Hillsdale Investment Management held its Carriage Services (CSV) position steady in Q1 2026 at 5,700 shares worth $260K. The position accounts for 0.01% of the portfolio, ranked #539.

Hillsdale Investment Management first reported a position in CSV in Q4 2019 and has held it in 10 quarters since. The position peaked at $2.45M in Q4 2024. 167 funds tracked by Wall St. Rank hold CSV as of Q1 2026.

  • Hillsdale Investment Management held 5,700 shares of Carriage Services worth $260K as of Q1 2026.
  • Hillsdale Investment Management left its Carriage Services share count unchanged in Q1 2026.
  • Carriage Services made up 0.01% of Hillsdale Investment Management's portfolio in Q1 2026, its #539 holding.
  • Hillsdale Investment Management first reported a position in Carriage Services in Q4 2019 and has held it in 10 quarters since.
  • Hillsdale Investment Management's Carriage Services position peaked at $2.45M in Q4 2024.
  • 167 funds tracked by Wall St. Rank held Carriage Services as of Q1 2026.

Based on Hillsdale Investment Management's 13F filing for Q1 2026, filed 4 May 2026.