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Jump Financial’s Carriage Services CSV Stock Holding History

Jump Financial’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
Q1 		– Sell
-8,200
Closed -$327K – 1653
2024
Q4 		$327K Buy
8,200
+600
+8% +$22.1K 0.01% 1267
2024
Q3 		$250K Buy
+7,600
New +$235K 0.01% 1380
2024
Q2 		– Sell
-9,400
Closed -$254K – 1879
2024
Q1 		$254K Sell
9,400
-4,476
-32% -$112K 0.01% 1535
2023
Q4 		$347K Buy
+13,876
New +$327K 0.01% 1262
2022
Q4 		– Sell
-12,600
Closed -$405K – 1646
2022
Q3 		$405K Sell
12,600
-1,600
-11% -$59.8K 0.02% 986
2022
Q2 		$563K Buy
+14,200
New +$613K 0.02% 804
2021
Q2 		– Sell
-6,300
Closed -$221K – 1134
2021
Q1 		$221K Buy
+6,300
New +$219K 0.02% 730

Other funds holding CSV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 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
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return