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Lindbrook Capital’s Carriage Services CSV Stock Holding History

Lindbrook Capital’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 		$659 Hold
17
– – ﹤0.01% 2560
2024
Q4 		$677 Hold
17
– – ﹤0.01% 2554
2024
Q3 		$558 Hold
17
– – ﹤0.01% 2637
2024
Q2 		$456 Buy
+17
New +$446 ﹤0.01% 2631
2023
Q3 		– Sell
-18
Closed -$584 – 2712
2023
Q2 		$584 Hold
18
– – ﹤0.01% 2475
2023
Q1 		$549 Hold
18
– – ﹤0.01% 2583
2022
Q4 		$496 Buy
18
+9
+100% +$245 ﹤0.01% 2602
2022
Q3 		$0 Buy
+9
New +$336 ﹤0.01% 2663

Other funds holding CSV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $55.1B AUM 45.38% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B 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 $3.37T AUM 44.26% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return

Lindbrook Capital's CSV Position: Q1 2025 in Review

Lindbrook Capital held its Carriage Services (CSV) position steady in Q1 2025 at 17 shares worth $659. The position accounts for ﹤0.01% of the portfolio, ranked #2560.

Lindbrook Capital first reported a position in CSV in Q3 2022 and has held it in 8 quarters since. The position peaked at $677 in Q4 2024. 157 funds tracked by Wall St. Rank hold CSV as of Q1 2025.

  • Lindbrook Capital held 17 shares of Carriage Services worth $659 as of Q1 2025.
  • Lindbrook Capital left its Carriage Services share count unchanged in Q1 2025.
  • Carriage Services made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #2560 holding.
  • Lindbrook Capital first reported a position in Carriage Services in Q3 2022 and has held it in 8 quarters since.
  • Lindbrook Capital's Carriage Services position peaked at $677 in Q4 2024.
  • 157 funds tracked by Wall St. Rank held Carriage Services as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.