VI
CSV icon

Versor Investments’s Carriage Services CSV Stock Holding History

Versor Investments’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
2025
Q1 		– Sell
-8,387
Closed -$334K – 746
2024
Q4 		$334K Buy
8,387
+500
+6% +$18.4K 0.06% 527
2024
Q3 		$259K Buy
+7,887
New +$244K 0.04% 634
2024
Q1 		– Sell
-13,087
Closed -$327K – 720
2023
Q4 		$327K Buy
+13,087
New +$308K 0.07% 496

Other funds holding CSV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return

Versor Investments's CSV Position: Q1 2025 in Review

Versor Investments sold out of Carriage Services (CSV) in Q1 2025, closing a stake of 8,387 shares — an estimated $334K sold.

Versor Investments first reported a position in CSV in Q4 2023 and held it in 3 quarters. The position peaked at $334K in Q4 2024. 157 funds tracked by Wall St. Rank hold CSV as of Q1 2025.

  • Versor Investments reported no remaining Carriage Services position as of Q1 2025 after selling out during the quarter.
  • Versor Investments sold 8,387 Carriage Services shares in Q1 2025, an estimated $334K.
  • Versor Investments first reported a position in Carriage Services in Q4 2023 and held it in 3 quarters.
  • Versor Investments's Carriage Services position peaked at $334K in Q4 2024.
  • 157 funds tracked by Wall St. Rank held Carriage Services as of Q1 2025.

Based on Versor Investments's 13F filing for Q1 2025, filed 13 May 2025.