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National Investment Services’s Carriage Services CSV Stock Holding History

National Investment Services’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
2019
Q4 		– Sell
-43,234
Closed -$884K – 15
2019
Q3 		$884K Sell
43,234
-392
-0.9% -$8.13K 1.03% 38
2019
Q2 		$829K Buy
+43,626
New +$832K 0.96% 39

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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GACM
Global Alpha Capital Management Montreal, Quebec, Canada $1.67B AUM 35.09% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

National Investment Services's CSV Position: Q4 2019 in Review

National Investment Services sold out of Carriage Services (CSV) in Q4 2019, closing a stake of 43,234 shares — an estimated $884K sold.

National Investment Services first reported a position in CSV in Q2 2019 and held it in 2 quarters. The position peaked at $884K in Q3 2019. 126 funds tracked by Wall St. Rank hold CSV as of Q4 2019.

  • National Investment Services reported no remaining Carriage Services position as of Q4 2019 after selling out during the quarter.
  • National Investment Services sold 43,234 Carriage Services shares in Q4 2019, an estimated $884K.
  • National Investment Services first reported a position in Carriage Services in Q2 2019 and held it in 2 quarters.
  • National Investment Services's Carriage Services position peaked at $884K in Q3 2019.
  • 126 funds tracked by Wall St. Rank held Carriage Services as of Q4 2019.

Based on National Investment Services's 13F filing for Q4 2019.