Sargent Bickham Lagudis’s Carriage Services CSV Stock Holding History

Sargent Bickham Lagudis’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
2018 Q2	–	Sell	-120	Closed	-$3K	–	755
2018 Q1	$3K	Hold	120	–	–	﹤0.01%	696
2017 Q4	$3K	Hold	120	–	–	﹤0.01%	723
2017 Q3	$3K	Hold	120	–	–	﹤0.01%	727
2017 Q2	$3K	Hold	120	–	–	﹤0.01%	685
2017 Q1	$3K	Hold	120	–	–	﹤0.01%	679
2016 Q4	$3K	Hold	120	–	–	﹤0.01%	651
2016 Q3	$3K	Hold	120	–	–	﹤0.01%	666
2016 Q2	$3K	Hold	120	–	–	﹤0.01%	641
2016 Q1	$3K	Buy	+120	New	+$2.56K	﹤0.01%	664

Other funds holding CSV

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

GACM

Global Alpha Capital Management Montreal, Quebec, Canada $1.67B AUM 35.09% 1-Year Est. Return

Sargent Bickham Lagudis's CSV Position: Q2 2018 in Review

Sargent Bickham Lagudis sold out of Carriage Services (CSV) in Q2 2018, closing a stake of 120 shares — an estimated $3K sold.

Sargent Bickham Lagudis first reported a position in CSV in Q1 2016 and held it in 9 quarters. The position peaked at $3K in Q1 2018. 119 funds tracked by Wall St. Rank hold CSV as of Q2 2018.

Sargent Bickham Lagudis reported no remaining Carriage Services position as of Q2 2018 after selling out during the quarter.
Sargent Bickham Lagudis sold 120 Carriage Services shares in Q2 2018, an estimated $3K.
Sargent Bickham Lagudis first reported a position in Carriage Services in Q1 2016 and held it in 9 quarters.
Sargent Bickham Lagudis's Carriage Services position peaked at $3K in Q1 2018.
119 funds tracked by Wall St. Rank held Carriage Services as of Q2 2018.

Based on Sargent Bickham Lagudis's 13F filing for Q2 2018, filed 13 Sep 2021.