Stifel Financial
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Stifel Financial’s Carriage Services CSV Stock Holding History

Stifel Financial’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
2022
Q4 		– Sell
-15,543
Closed -$500K – 3307
2022
Q3 		$500K Buy
15,543
+583
+4% +$21.8K ﹤0.01% 2431
2022
Q2 		$593K Buy
14,960
+739
+5% +$31.9K ﹤0.01% 2371
2022
Q1 		$758K Buy
+14,221
New +$750K ﹤0.01% 2309
2014
Q3 		– Sell
-23,257
Closed -$398K – 2238
2014
Q2 		$398K Sell
23,257
-48,122
-67% -$830K ﹤0.01% 1626
2014
Q1 		$1.3M Buy
+71,379
New +$1.43M 0.01% 919

Other funds holding CSV

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stifel Financial's CSV Position: Q4 2022 in Review

Stifel Financial sold out of Carriage Services (CSV) in Q4 2022, closing a stake of 15,543 shares — an estimated $500K sold.

Stifel Financial first reported a position in CSV in Q1 2014 and held it in 5 quarters. The position peaked at $1.3M in Q1 2014. 122 funds tracked by Wall St. Rank hold CSV as of Q4 2022.

  • Stifel Financial reported no remaining Carriage Services position as of Q4 2022 after selling out during the quarter.
  • Stifel Financial sold 15,543 Carriage Services shares in Q4 2022, an estimated $500K.
  • Stifel Financial first reported a position in Carriage Services in Q1 2014 and held it in 5 quarters.
  • Stifel Financial's Carriage Services position peaked at $1.3M in Q1 2014.
  • 122 funds tracked by Wall St. Rank held Carriage Services as of Q4 2022.

Based on Stifel Financial's 13F filing for Q4 2022, filed 13 Feb 2023.