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Sanders Morris Harris’s Carriage Services CSV Stock Holding History

Sanders Morris Harris’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
Q4 		– Sell
-5,000
Closed -$223K – 92
2025
Q3 		$223K Hold
5,000
– – 0.03% 262
2025
Q2 		$229K Buy
+5,000
New +$209K 0.05% 132
2024
Q3 		– Sell
-15,290
Closed -$410K – 289
2024
Q2 		$410K Sell
15,290
-1,500
-9% -$39.4K 0.07% 181
2024
Q1 		$454K Buy
+16,790
New +$420K 0.08% 165
2023
Q4 		– Sell
-26,790
Closed -$757K – 181
2023
Q3 		$757K Buy
+26,790
New +$844K 0.16% 101

Other funds holding CSV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 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 $3.37T AUM 44.26% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return

Sanders Morris Harris's CSV Position: Q4 2025 in Review

Sanders Morris Harris sold out of Carriage Services (CSV) in Q4 2025, closing a stake of 5,000 shares — an estimated $223K sold.

Sanders Morris Harris first reported a position in CSV in Q3 2023 and held it in 5 quarters. The position peaked at $757K in Q3 2023. 155 funds tracked by Wall St. Rank hold CSV as of Q4 2025.

  • Sanders Morris Harris reported no remaining Carriage Services position as of Q4 2025 after selling out during the quarter.
  • Sanders Morris Harris sold 5,000 Carriage Services shares in Q4 2025, an estimated $223K.
  • Sanders Morris Harris first reported a position in Carriage Services in Q3 2023 and held it in 5 quarters.
  • Sanders Morris Harris's Carriage Services position peaked at $757K in Q3 2023.
  • 155 funds tracked by Wall St. Rank held Carriage Services as of Q4 2025.

Based on Sanders Morris Harris's 13F filing for Q4 2025, filed 8 Jan 2026.