NRD
CSV icon

Nebula Research & Development’s Carriage Services CSV Stock Holding History

Nebula Research & Development’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 		– Sell
-8,833
Closed -$352K – 985
2024
Q4 		$352K Sell
8,833
-779
-8% -$28.7K 0.04% 673
2024
Q3 		$316K Sell
9,612
-8,007
-45% -$247K 0.04% 697
2024
Q2 		$473K Buy
17,619
+3,604
+26% +$94.6K 0.08% 448
2024
Q1 		$379K Buy
14,015
+1,071
+8% +$26.8K 0.08% 447
2023
Q4 		$324K Buy
+12,944
New +$305K 0.1% 409

Other funds holding CSV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $46.4B AUM 27.74% 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 $2.9T AUM 29.55% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return

Nebula Research & Development's CSV Position: Q1 2025 in Review

Nebula Research & Development sold out of Carriage Services (CSV) in Q1 2025, closing a stake of 8,833 shares — an estimated $352K sold.

Nebula Research & Development first reported a position in CSV in Q4 2023 and held it in 5 quarters. The position peaked at $473K in Q2 2024. 157 funds tracked by Wall St. Rank hold CSV as of Q1 2025.

  • Nebula Research & Development reported no remaining Carriage Services position as of Q1 2025 after selling out during the quarter.
  • Nebula Research & Development sold 8,833 Carriage Services shares in Q1 2025, an estimated $352K.
  • Nebula Research & Development first reported a position in Carriage Services in Q4 2023 and held it in 5 quarters.
  • Nebula Research & Development's Carriage Services position peaked at $473K in Q2 2024.
  • 157 funds tracked by Wall St. Rank held Carriage Services as of Q1 2025.

Based on Nebula Research & Development's 13F filing for Q1 2025, filed 15 May 2025.