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Sherbrooke Park Advisers’s Carriage Services CSV Stock Holding History

Sherbrooke Park Advisers’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
Q3 		– Sell
-10,301
Closed -$276K – 966
2024
Q2 		$276K Buy
+10,301
New +$270K 0.05% 658

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Dimensional Fund Advisors
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Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Sherbrooke Park Advisers's CSV Position: Q3 2024 in Review

Sherbrooke Park Advisers sold out of Carriage Services (CSV) in Q3 2024, closing a stake of 10,301 shares — an estimated $276K sold.

Sherbrooke Park Advisers first reported a position in CSV in Q2 2024 and held it in 1 quarter. The position peaked at $276K in Q2 2024. 144 funds tracked by Wall St. Rank hold CSV as of Q3 2024.

  • Sherbrooke Park Advisers reported no remaining Carriage Services position as of Q3 2024 after selling out during the quarter.
  • Sherbrooke Park Advisers sold 10,301 Carriage Services shares in Q3 2024, an estimated $276K.
  • Sherbrooke Park Advisers first reported a position in Carriage Services in Q2 2024 and held it in 1 quarter.
  • Sherbrooke Park Advisers's Carriage Services position peaked at $276K in Q2 2024.
  • 144 funds tracked by Wall St. Rank held Carriage Services as of Q3 2024.

Based on Sherbrooke Park Advisers's 13F filing for Q3 2024, filed 14 Nov 2024.