CSV β€” CARRIAGE SVCS INC

Ownership history in Sanctuary Advisors, LLC  Β·  1 quarter on record

AI Ownership Summary

Sanctuary Advisors, LLC reported CARRIAGE SVCS INC (CSV) in 1 quarterly 13F filing from 2024 Q4 through 2024 Q4. Peak portfolio weight reached 0.01% in 2024 Q4. The latest visible filing shows CSV at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CSV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sanctuary Advisors, LLC's position in CARRIAGE SVCS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2024 Q4

CSV was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2024 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Sanctuary Advisors, LLC held CSV β€” position size vs. price
% of Fund (quarterly)    CSV price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q4 INITIATED 27,899 β€” β€” 0.01% $1.2M 2025-01-31 $40.41

FAQ About Sanctuary Advisors, LLC and CSV

These are the practical questions this page is built to answer before you even open the full history table.

How long has Sanctuary Advisors, LLC reported owning CSV?

Sanctuary Advisors, LLC reported CSV across 1 quarterly 13F filings, from 2024 Q4 through 2024 Q4.

What was the largest reported CSV position in Sanctuary Advisors, LLC's portfolio?

The largest reported portfolio weight for CSV was 0.01% in 2024 Q4.

What is the latest reported CSV position on this page?

The most recent filing on this page is 2024 Q4, when Sanctuary Advisors, LLC reported 27,899 shares, equal to 0.01% of portfolio, with an estimated market value of $1.2M.

What does the chart on this CSV ownership page compare?

The chart compares Sanctuary Advisors, LLC's quarterly CSV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Sanctuary Advisors, LLC Holdings