Lazard Asset Management
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Lazard Asset Management’s Carriage Services CSV Stock Holding History

Lazard Asset 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 		$3.12M Buy
68,293
+33,120
+94% +$1.44M 0.01% 724
2025
Q4 		$1.49M Buy
+35,173
New +$1.53M ﹤0.01% 1006
2025
Q3 		– Sell
-32,833
Closed -$1.5M – 1918
2025
Q2 		$1.5M Buy
+32,833
New +$1.37M ﹤0.01% 1116
2022
Q3 		– Sell
-1,198
Closed -$47K – 2356
2022
Q2 		$47K Sell
1,198
-6,084
-84% -$263K ﹤0.01% 1843
2022
Q1 		$387K Sell
7,282
-5,111
-41% -$270K ﹤0.01% 1143
2021
Q4 		$797K Buy
12,393
+826
+7% +$42.8K ﹤0.01% 1037
2021
Q3 		$515K Sell
11,567
-2,275
-16% -$92.1K ﹤0.01% 1169
2021
Q2 		$511K Buy
13,842
+11,545
+503% +$431K ﹤0.01% 1059
2021
Q1 		$80K Buy
2,297
+1,160
+102% +$40.2K ﹤0.01% 1257
2020
Q4 		$35K Buy
+1,137
New +$31K ﹤0.01% 1504
2019
Q4 		– Sell
-1,369
Closed -$27K – 1548
2019
Q3 		$27K Buy
+1,369
New +$28.4K ﹤0.01% 1034

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

Lazard Asset Management's CSV Position: Q1 2026 in Review

Lazard Asset Management increased its Carriage Services (CSV) stake by 94% in Q1 2026, buying an estimated $1.44M and bringing the position to 68,293 shares worth $3.12M. The position accounts for 0.01% of the portfolio, ranked #724.

Lazard Asset Management first reported a position in CSV in Q3 2019 and has held it in 11 quarters since. 167 funds tracked by Wall St. Rank hold CSV as of Q1 2026.

  • Lazard Asset Management held 68,293 shares of Carriage Services worth $3.12M as of Q1 2026.
  • Lazard Asset Management bought 33,120 Carriage Services shares in Q1 2026, an estimated $1.44M.
  • Carriage Services made up 0.01% of Lazard Asset Management's portfolio in Q1 2026, its #724 holding.
  • Lazard Asset Management first reported a position in Carriage Services in Q3 2019 and has held it in 11 quarters since.
  • 167 funds tracked by Wall St. Rank held Carriage Services as of Q1 2026.

Based on Lazard Asset Management's 13F filing for Q1 2026, filed 15 May 2026.