MG
CSV icon

Michael Gelband’s Carriage Services CSV Stock Holding History

Michael Gelband’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
2024
Q3 		– Sell
-10,363
Closed -$278K – 1700
2024
Q2 		$278K Sell
10,363
-4,670
-31% -$123K ﹤0.01% 1346
2024
Q1 		$406K Sell
15,033
-3,612
-19% -$90.4K ﹤0.01% 1185
2023
Q4 		$466K Buy
+18,645
New +$439K ﹤0.01% 1052
2022
Q3 		– Sell
-43,879
Closed -$1.74M – 1943
2022
Q2 		$1.74M Buy
43,879
+19,389
+79% +$837K 0.02% 844
2022
Q1 		$1.31M Buy
24,490
+1,326
+6% +$69.9K 0.02% 989
2021
Q4 		$1.49M Buy
+23,164
New +$1.2M 0.02% 882
2021
Q3 		– Sell
-5,585
Closed -$206K – 2197
2021
Q2 		$206K Buy
+5,585
New +$208K ﹤0.01% 1964
2020
Q3 		– Sell
-11,934
Closed -$216K – 1824
2020
Q2 		$216K Buy
+11,934
New +$201K 0.01% 1480
2020
Q1 		– Sell
-26,610
Closed -$681K – 1163
2019
Q4 		$681K Sell
26,610
-2,117
-7% -$51.3K 0.01% 706
2019
Q3 		$587K Buy
28,727
+14,509
+102% +$301K 0.02% 588
2019
Q2 		$270K Buy
+14,218
New +$271K 0.01% 752

Other funds holding CSV

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Michael Gelband's CSV Position: Q3 2024 in Review

Michael Gelband sold out of Carriage Services (CSV) in Q3 2024, closing a stake of 10,363 shares — an estimated $278K sold.

Michael Gelband first reported a position in CSV in Q2 2019 and held it in 11 quarters. The position peaked at $1.74M in Q2 2022. 144 funds tracked by Wall St. Rank hold CSV as of Q3 2024.

  • Michael Gelband reported no remaining Carriage Services position as of Q3 2024 after selling out during the quarter.
  • Michael Gelband sold 10,363 Carriage Services shares in Q3 2024, an estimated $278K.
  • Michael Gelband first reported a position in Carriage Services in Q2 2019 and held it in 11 quarters.
  • Michael Gelband's Carriage Services position peaked at $1.74M in Q2 2022.
  • 144 funds tracked by Wall St. Rank held Carriage Services as of Q3 2024.

Based on ExodusPoint Capital Management's 13F filing for Q3 2024, filed 12 Nov 2024.