1 North Wealth Services’s StoneMor Inc. STON Stock Holding History

1 North Wealth Services’s Portfolio STON Stock Details STON Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$1K	Hold	446	–	–	﹤0.01%	358
2019 Q3	$0	Buy	+446	New	+$682	﹤0.01%	344
2019 Q1	$2K	Hold	446	–	–	﹤0.01%	282
2018 Q4	$1K	Buy	+446	New	+$1.81K	﹤0.01%	290

Other funds holding STON

ACM

Axar Capital Management New York $304M AUM 38.78% 1-Year Est. Return

Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WPEP

Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CGA

Crescent Grove Advisors Lake Forest, Illinois $1.04B AUM 17.78% 1-Year Est. Return

WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

1 North Wealth Services's STON Position: Q4 2019 in Review

1 North Wealth Services held its StoneMor Inc. (STON) position steady in Q4 2019 at 446 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #358.

1 North Wealth Services first reported a position in STON in Q4 2018 and has held it in 4 quarters since. The position peaked at $2K in Q1 2019. 34 funds tracked by Wall St. Rank hold STON as of Q4 2019.

1 North Wealth Services held 446 shares of StoneMor Inc. worth $1K as of Q4 2019.
1 North Wealth Services left its StoneMor Inc. share count unchanged in Q4 2019.
StoneMor Inc. made up ﹤0.01% of 1 North Wealth Services's portfolio in Q4 2019, its #358 holding.
1 North Wealth Services first reported a position in StoneMor Inc. in Q4 2018 and has held it in 4 quarters since.
1 North Wealth Services's StoneMor Inc. position peaked at $2K in Q1 2019.
34 funds tracked by Wall St. Rank held StoneMor Inc. as of Q4 2019.

Based on 1 North Wealth Services's 13F filing for Q4 2019, filed 14 Feb 2020.