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Wedge Capital Management’s Carriage Services CSV Stock Holding History

Wedge Capital Management’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
Q2 		– Sell
-28,793
Closed -$1.01M – 420
2021
Q1 		$1.01M Sell
28,793
-26,633
-48% -$924K 0.01% 313
2020
Q4 		$1.74M Buy
55,426
+35,368
+176% +$964K 0.02% 298
2020
Q3 		$447K Hold
20,058
– – 0.01% 387
2020
Q2 		$363K Sell
20,058
-35,076
-64% -$591K 0.01% 389
2020
Q1 		$890K Buy
+55,134
New +$1.19M 0.02% 300

Other funds holding CSV

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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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return
MRCM
Mill Road Capital Management Greenwich, Connecticut $203M AUM 79.43% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return

Wedge Capital Management's CSV Position: Q2 2021 in Review

Wedge Capital Management sold out of Carriage Services (CSV) in Q2 2021, closing a stake of 28,793 shares — an estimated $1.01M sold.

Wedge Capital Management first reported a position in CSV in Q1 2020 and held it in 5 quarters. The position peaked at $1.74M in Q4 2020. 135 funds tracked by Wall St. Rank hold CSV as of Q2 2021.

  • Wedge Capital Management reported no remaining Carriage Services position as of Q2 2021 after selling out during the quarter.
  • Wedge Capital Management sold 28,793 Carriage Services shares in Q2 2021, an estimated $1.01M.
  • Wedge Capital Management first reported a position in Carriage Services in Q1 2020 and held it in 5 quarters.
  • Wedge Capital Management's Carriage Services position peaked at $1.74M in Q4 2020.
  • 135 funds tracked by Wall St. Rank held Carriage Services as of Q2 2021.

Based on Wedge Capital Management's 13F filing for Q2 2021, filed 14 Jul 2021.