NISOA
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National Investment Services of America’s Carriage Services CSV Stock Holding History

National Investment Services of America’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
2021
Q1 		– Sell
-30,302
Closed -$949K – 15
2020
Q4 		$949K Sell
30,302
-18,467
-38% -$503K 1.69% 22
2020
Q3 		$1.09M Hold
48,769
– – 1.53% 26
2020
Q2 		$884K Sell
48,769
-4,494
-8% -$75.7K 1.26% 35
2020
Q1 		$860K Buy
53,263
+10,029
+23% +$217K 1.37% 32
2019
Q4 		$1.11M Buy
+43,234
New +$1.05M 1.2% 37

Other funds holding CSV

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
GACM
Global Alpha Capital Management Montreal, Quebec, Canada $1.67B AUM 35.09% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
MRCM
Mill Road Capital Management Greenwich, Connecticut $203M AUM 79.43% 1-Year Est. Return

National Investment Services of America's CSV Position: Q1 2021 in Review

National Investment Services of America sold out of Carriage Services (CSV) in Q1 2021, closing a stake of 30,302 shares — an estimated $949K sold.

National Investment Services of America first reported a position in CSV in Q4 2019 and held it in 5 quarters. The position peaked at $1.11M in Q4 2019. 133 funds tracked by Wall St. Rank hold CSV as of Q1 2021.

  • National Investment Services of America reported no remaining Carriage Services position as of Q1 2021 after selling out during the quarter.
  • National Investment Services of America sold 30,302 Carriage Services shares in Q1 2021, an estimated $949K.
  • National Investment Services of America first reported a position in Carriage Services in Q4 2019 and held it in 5 quarters.
  • National Investment Services of America's Carriage Services position peaked at $1.11M in Q4 2019.
  • 133 funds tracked by Wall St. Rank held Carriage Services as of Q1 2021.

Based on National Investment Services of America's 13F filing for Q1 2021.