PCM
CSV icon

Prelude Capital Management’s Carriage Services CSV Stock Holding History

Prelude Capital 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
2019
Q1 		– Sell
-475
Closed -$7K – 1810
2018
Q4 		$7K Buy
+475
New +$8.32K ﹤0.01% 1452
2018
Q3 		– Sell
-1,300
Closed -$32K – 1772
2018
Q2 		$32K Buy
+1,300
New +$33.8K ﹤0.01% 1244

Other funds holding CSV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
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
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Prelude Capital Management's CSV Position: Q1 2019 in Review

Prelude Capital Management sold out of Carriage Services (CSV) in Q1 2019, closing a stake of 475 shares — an estimated $7K sold.

Prelude Capital Management first reported a position in CSV in Q2 2018 and held it in 2 quarters. The position peaked at $32K in Q2 2018. 106 funds tracked by Wall St. Rank hold CSV as of Q1 2019.

  • Prelude Capital Management reported no remaining Carriage Services position as of Q1 2019 after selling out during the quarter.
  • Prelude Capital Management sold 475 Carriage Services shares in Q1 2019, an estimated $7K.
  • Prelude Capital Management first reported a position in Carriage Services in Q2 2018 and held it in 2 quarters.
  • Prelude Capital Management's Carriage Services position peaked at $32K in Q2 2018.
  • 106 funds tracked by Wall St. Rank held Carriage Services as of Q1 2019.

Based on Prelude Capital Management's 13F filing for Q1 2019, filed 15 May 2019.