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
Q2 		– Sell
-68,293
Closed -$3.12M – 1986
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 $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return

Lazard Asset Management's CSV Position: Q2 2026 in Review

Lazard Asset Management sold out of Carriage Services (CSV) in Q2 2026, closing a stake of 68,293 shares — an estimated $3.12M sold.

Lazard Asset Management first reported a position in CSV in Q3 2019 and held it in 11 quarters. The position peaked at $3.12M in Q1 2026. 158 funds tracked by Wall St. Rank hold CSV as of Q2 2026.

  • Lazard Asset Management reported no remaining Carriage Services position as of Q2 2026 after selling out during the quarter.
  • Lazard Asset Management sold 68,293 Carriage Services shares in Q2 2026, an estimated $3.12M.
  • Lazard Asset Management first reported a position in Carriage Services in Q3 2019 and held it in 11 quarters.
  • Lazard Asset Management's Carriage Services position peaked at $3.12M in Q1 2026.
  • 158 funds tracked by Wall St. Rank held Carriage Services as of Q2 2026.

Based on Lazard Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.