Leap Investments’s Carriage Services CSV Stock Holding History

Leap Investments’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
2020 Q1	–	Sell	-8,085	Closed	-$207K	–	396
2019 Q4	$207K	Buy	+8,085	New	+$196K	0.1%	318

Other funds holding CSV

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

GACM

Global Alpha Capital Management Montreal, Quebec, Canada $1.66B AUM 27.98% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

ACM

AREX Capital Management New York $60.5M AUM 45.91% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Leap Investments's CSV Position: Q1 2020 in Review

Leap Investments sold out of Carriage Services (CSV) in Q1 2020, closing a stake of 8,085 shares — an estimated $207K sold.

Leap Investments first reported a position in CSV in Q4 2019 and held it in 1 quarter. The position peaked at $207K in Q4 2019. 115 funds tracked by Wall St. Rank hold CSV as of Q1 2020.

Leap Investments reported no remaining Carriage Services position as of Q1 2020 after selling out during the quarter.
Leap Investments sold 8,085 Carriage Services shares in Q1 2020, an estimated $207K.
Leap Investments first reported a position in Carriage Services in Q4 2019 and held it in 1 quarter.
Leap Investments's Carriage Services position peaked at $207K in Q4 2019.
115 funds tracked by Wall St. Rank held Carriage Services as of Q1 2020.

Based on Leap Investments's 13F filing for Q1 2020, filed 15 May 2020.