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New York Life Investment Management’s Carriage Services CSV Stock Holding History

New York Life Investment Management’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
Q2 		– Sell
-13,426
Closed -$363K – 978
2024
Q1 		$363K Buy
13,426
+2,022
+18% +$50.6K ﹤0.01% 1147
2023
Q4 		$285K Sell
11,404
-262
-2% -$6.17K ﹤0.01% 1238
2023
Q3 		$330K Sell
11,666
-1,838
-14% -$57.9K ﹤0.01% 1061
2023
Q2 		$438K Sell
13,504
-2,386
-15% -$66.8K ﹤0.01% 855
2023
Q1 		$485K Buy
+15,890
New +$504K 0.01% 798

Other funds holding CSV

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York Life Investment Management's CSV Position: Q2 2024 in Review

New York Life Investment Management sold out of Carriage Services (CSV) in Q2 2024, closing a stake of 13,426 shares — an estimated $363K sold.

New York Life Investment Management first reported a position in CSV in Q1 2023 and held it in 5 quarters. The position peaked at $485K in Q1 2023. 133 funds tracked by Wall St. Rank hold CSV as of Q2 2024.

  • New York Life Investment Management reported no remaining Carriage Services position as of Q2 2024 after selling out during the quarter.
  • New York Life Investment Management sold 13,426 Carriage Services shares in Q2 2024, an estimated $363K.
  • New York Life Investment Management first reported a position in Carriage Services in Q1 2023 and held it in 5 quarters.
  • New York Life Investment Management's Carriage Services position peaked at $485K in Q1 2023.
  • 133 funds tracked by Wall St. Rank held Carriage Services as of Q2 2024.

Based on New York Life Investment Management's 13F filing for Q2 2024, filed 5 Aug 2024.