Wolverine Trading
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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
2018
Q1 		– Sell
-10,200
Closed -$262K – 5187
2017
Q4 		$262K Sell
10,200
-1,300
-11% -$33.2K ﹤0.01% 3802
2017
Q3 		$294K Sell
11,500
-22,500
-66% -$563K ﹤0.01% 3281
2017
Q2 		$918K Buy
34,000
+4,900
+17% +$132K ﹤0.01% 1829
2017
Q1 		$787K Buy
+29,100
New +$779K ﹤0.01% 1934
2016
Q4 		– Sell
-11,800
Closed -$278K – 4523
2016
Q3 		$278K Buy
+11,800
New +$280K ﹤0.01% 3343

Other funds holding CSV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
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.