AG
STON

Advisor Group’s StoneMor Inc. STON Stock Holding History

Advisor Group’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 		$18K Sell
12,650
-500
-4% -$578 ﹤0.01% 4033
2019
Q3 		$15K Buy
13,150
+2,350
+22% +$3.59K ﹤0.01% 4142
2019
Q2 		$23K Buy
10,800
+100
+0.9% +$297 ﹤0.01% 3912
2019
Q1 		$40K Sell
10,700
-6,820
-39% -$21.9K ﹤0.01% 3541
2018
Q4 		$36K Buy
17,520
+16,850
+2,515% +$68.4K ﹤0.01% 3428
2018
Q3 		$3K Sell
670
-3,824
-85% -$17.5K ﹤0.01% 4783
2018
Q2 		$27K Sell
4,494
-6,817
-60% -$41.3K ﹤0.01% 3534
2018
Q1 		$70K Sell
11,311
-2,414
-18% -$14.3K ﹤0.01% 2831
2017
Q4 		$89K Sell
13,725
-3,288
-19% -$22.1K ﹤0.01% 2663
2017
Q3 		$111K Buy
17,013
+1,933
+13% +$13.4K ﹤0.01% 2314
2017
Q2 		$142K Sell
15,080
-1,181
-7% -$10.5K ﹤0.01% 2035
2017
Q1 		$129K Sell
16,261
-169
-1% -$1.71K ﹤0.01% 1995
2016
Q4 		$147K Buy
16,430
+1,887
+13% +$26.5K ﹤0.01% 1795
2016
Q3 		$364K Buy
14,543
+908
+7% +$22.8K 0.01% 1155
2016
Q2 		$340K Buy
+13,635
New +$331K 0.01% 1129

Other funds holding STON

ACM
Axar Capital Management New York $304M AUM 38.78% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Bank of America
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
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
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Advisor Group's STON Position: Q4 2019 in Review

Advisor Group reduced its StoneMor Inc. (STON) stake by 3.8% in Q4 2019, selling an estimated $578 and leaving 12,650 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #4033.

Advisor Group first reported a position in STON in Q2 2016 and has held it in 15 quarters since. The position peaked at $364K in Q3 2016. 34 funds tracked by Wall St. Rank hold STON as of Q4 2019.

  • Advisor Group held 12,650 shares of StoneMor Inc. worth $18K as of Q4 2019.
  • Advisor Group sold 500 StoneMor Inc. shares in Q4 2019, an estimated $578.
  • StoneMor Inc. made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #4033 holding.
  • Advisor Group first reported a position in StoneMor Inc. in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's StoneMor Inc. position peaked at $364K in Q3 2016.
  • 34 funds tracked by Wall St. Rank held StoneMor Inc. as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.