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Sittner & Nelson’s Carriage Services CSV Stock Holding History

Sittner & Nelson’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
2021
Q1 		– Sell
-134
Closed -$4K – 408
2020
Q4 		$4K Buy
+134
New +$3.65K ﹤0.01% 329

Other funds holding CSV

Dimensional Fund Advisors
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BlackRock
BlackRock New York $6.73T AUM 46.02% 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
GACM
Global Alpha Capital Management Montreal, Quebec, Canada $1.67B AUM 35.09% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
MRCM
Mill Road Capital Management Greenwich, Connecticut $203M AUM 79.43% 1-Year Est. Return

Sittner & Nelson's CSV Position: Q1 2021 in Review

Sittner & Nelson sold out of Carriage Services (CSV) in Q1 2021, closing a stake of 134 shares — an estimated $4K sold.

Sittner & Nelson first reported a position in CSV in Q4 2020 and held it in 1 quarter. The position peaked at $4K in Q4 2020. 133 funds tracked by Wall St. Rank hold CSV as of Q1 2021.

  • Sittner & Nelson reported no remaining Carriage Services position as of Q1 2021 after selling out during the quarter.
  • Sittner & Nelson sold 134 Carriage Services shares in Q1 2021, an estimated $4K.
  • Sittner & Nelson first reported a position in Carriage Services in Q4 2020 and held it in 1 quarter.
  • Sittner & Nelson's Carriage Services position peaked at $4K in Q4 2020.
  • 133 funds tracked by Wall St. Rank held Carriage Services as of Q1 2021.

Based on Sittner & Nelson's 13F filing for Q1 2021, filed 6 May 2021.