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SignatureFD’s Carriage Services CSV Stock Holding History

SignatureFD’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
2023
Q4 		– Sell
-305
Closed -$8.62K – 3158
2023
Q3 		$8.62K Hold
305
– – ﹤0.01% 2288
2023
Q2 		$9.9K Buy
+305
New +$8.54K ﹤0.01% 2240
2022
Q4 		– Sell
-435
Closed -$14K – 3313
2022
Q3 		$14K Buy
+435
New +$16.3K ﹤0.01% 1905
2022
Q2 		– Sell
-84
Closed -$4K – 3147
2022
Q1 		$4K Buy
84
+14
+20% +$739 ﹤0.01% 2571
2021
Q4 		$5K Buy
70
+23
+49% +$1.19K ﹤0.01% 2381
2021
Q3 		$2K Hold
47
– – ﹤0.01% 2617
2021
Q2 		$2K Hold
47
– – ﹤0.01% 2551
2021
Q1 		$2K Hold
47
– – ﹤0.01% 2448
2020
Q4 		$1K Hold
47
– – ﹤0.01% 2401
2020
Q3 		$1K Hold
47
– – ﹤0.01% 2393
2020
Q2 		$1K Buy
+47
New +$791 ﹤0.01% 2280

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
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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SignatureFD's CSV Position: Q4 2023 in Review

SignatureFD sold out of Carriage Services (CSV) in Q4 2023, closing a stake of 305 shares — an estimated $8.62K sold.

SignatureFD first reported a position in CSV in Q2 2020 and held it in 11 quarters. The position peaked at $14K in Q3 2022. 114 funds tracked by Wall St. Rank hold CSV as of Q4 2023.

  • SignatureFD reported no remaining Carriage Services position as of Q4 2023 after selling out during the quarter.
  • SignatureFD sold 305 Carriage Services shares in Q4 2023, an estimated $8.62K.
  • SignatureFD first reported a position in Carriage Services in Q2 2020 and held it in 11 quarters.
  • SignatureFD's Carriage Services position peaked at $14K in Q3 2022.
  • 114 funds tracked by Wall St. Rank held Carriage Services as of Q4 2023.

Based on SignatureFD's 13F filing for Q4 2023, filed 1 Feb 2024.