Wolverine Trading’s Carriage Services CSV Stock Holding History

Wolverine Trading’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	-8,300	Closed	-$329K	–	4911
2024 Q4	$329K	Buy	+8,300	New	+$306K	﹤0.01%	3910
2024 Q3	–	Sell	-17,000	Closed	-$456K	–	4873
2024 Q2	$456K	Buy	+17,000	New	+$446K	﹤0.01%	2934
2024 Q1	–	Sell	-8,000	Closed	-$200K	–	4632
2023 Q4	$200K	Buy	+8,000	New	+$188K	﹤0.01%	3880
2023 Q2	–	Sell	-23,200	Closed	-$688K	–	4348
2023 Q1	$688K	Buy	+23,200	New	+$736K	﹤0.01%	2229
2020 Q4	–	Sell	-10,000	Closed	-$218K	–	4889
2020 Q3	$218K	Sell	10,000 -2,800	-22%	-$58.9K	﹤0.01%	3773
2020 Q2	$234K	Buy	+12,800	New	+$216K	﹤0.01%	3639
2018 Q3	–	Sell	-10,500	Closed	-$290K	–	5040
2018 Q2	$290K	Hold	10,500	–	–	﹤0.01%	3823
2018 Q1	$290K	Buy	+10,500	New	+$284K	﹤0.01%	3823
2017 Q4	–	Sell	-9,800	Closed	-$251K	–	4996
2017 Q3	$251K	Hold	9,800	–	–	﹤0.01%	3515
2017 Q2	$265K	Sell	9,800 -7,700	-44%	-$207K	﹤0.01%	3221
2017 Q1	$473K	Hold	17,500	–	–	﹤0.01%	2454
2016 Q4	$501K	Buy	17,500 +8,100	+86%	+$210K	﹤0.01%	2620
2016 Q3	$222K	Buy	+9,400	New	+$223K	﹤0.01%	3683

Other funds holding CSV

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

DLP

De Lisle Partners Poole, United Kingdom $836M AUM 58.41% 1-Year Est. Return

Wolverine Trading's CSV Position: Q3 2025 in Review

Wolverine Trading sold out of Carriage Services (CSV) in Q3 2025, closing a stake of 4,820 shares — an estimated $222K sold.

Wolverine Trading first reported a position in CSV in Q4 2016 and held it in 12 quarters. The position peaked at $1.4M in Q2 2017. 172 funds tracked by Wall St. Rank hold CSV as of Q3 2025.

Wolverine Trading reported no remaining Carriage Services position as of Q3 2025 after selling out during the quarter.
Wolverine Trading sold 4,820 Carriage Services shares in Q3 2025, an estimated $222K.
Wolverine Trading first reported a position in Carriage Services in Q4 2016 and held it in 12 quarters.
Wolverine Trading's Carriage Services position peaked at $1.4M in Q2 2017.
172 funds tracked by Wall St. Rank held Carriage Services as of Q3 2025.

Based on Wolverine Trading's 13F filing for Q3 2025, filed 14 Nov 2025.