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nVerses Capital’s Carriage Services CSV Stock Holding History

nVerses Capital’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
Q4 		– Sell
-500
Closed -$16.4K – 215
2024
Q3 		$16.4K Sell
500
-800
-62% -$24.7K 0.01% 832
2024
Q2 		$34.9K Buy
1,300
+1,100
+550% +$28.9K 0.02% 661
2024
Q1 		$5.41K Buy
+200
New +$5.01K 0.01% 568

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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 $2.3T AUM 54.33% 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 $3.38T AUM 44.17% 1-Year Est. Return

nVerses Capital's CSV Position: Q4 2024 in Review

nVerses Capital sold out of Carriage Services (CSV) in Q4 2024, closing a stake of 500 shares — an estimated $16.4K sold.

nVerses Capital first reported a position in CSV in Q1 2024 and held it in 3 quarters. The position peaked at $34.9K in Q2 2024. 153 funds tracked by Wall St. Rank hold CSV as of Q4 2024.

  • nVerses Capital reported no remaining Carriage Services position as of Q4 2024 after selling out during the quarter.
  • nVerses Capital sold 500 Carriage Services shares in Q4 2024, an estimated $16.4K.
  • nVerses Capital first reported a position in Carriage Services in Q1 2024 and held it in 3 quarters.
  • nVerses Capital's Carriage Services position peaked at $34.9K in Q2 2024.
  • 153 funds tracked by Wall St. Rank held Carriage Services as of Q4 2024.

Based on nVerses Capital's 13F filing for Q4 2024.