Ownership history in MARSHALL WACE, LLP Β· 16 quarters on record
This page tracks every 13F SEC filing in which MARSHALL WACE, LLP reported a position in CARRIAGE SERVICE (CSV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π MARSHALL WACE, LLP underperformed the S&P 500 by β0.5% annually on this CSV position. Timing score: 33% (5/15 decisions correct). Average cost basis: $33.38. Maximum drawdown during holding period: β60.0%.
β‘οΈ Roughly in line with S&P 500 (Β±1% alpha range).
15 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
5 of 15 add/trim decisions correct
Best entry: $26.31 (2024 Q2) Β· Worst: $60.79 (2021 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
7 adds Β· 9 trims. Bought during 3 of 7 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size