Amalgamated Bank’s StoneMor Inc. STON Stock Holding History

Amalgamated Bank’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
2022 Q4	–	Sell	-3,671	Closed	-$13K	–	2989
2022 Q3	$13K	Hold	3,671	–	–	﹤0.01%	2912
2022 Q2	$13K	Sell	3,671 -203	-5%	-$577	﹤0.01%	2958
2022 Q1	$10K	Buy	+3,874	New	+$9.98K	﹤0.01%	2971

Other funds holding STON

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Amalgamated Bank's STON Position: Q4 2022 in Review

Amalgamated Bank sold out of StoneMor Inc. (STON) in Q4 2022, closing a stake of 3,671 shares — an estimated $13K sold.

Amalgamated Bank first reported a position in STON in Q1 2022 and held it in 3 quarters. The position peaked at $13K in Q3 2022. 3 funds tracked by Wall St. Rank hold STON as of Q4 2022.

Amalgamated Bank reported no remaining StoneMor Inc. position as of Q4 2022 after selling out during the quarter.
Amalgamated Bank sold 3,671 StoneMor Inc. shares in Q4 2022, an estimated $13K.
Amalgamated Bank first reported a position in StoneMor Inc. in Q1 2022 and held it in 3 quarters.
Amalgamated Bank's StoneMor Inc. position peaked at $13K in Q3 2022.
3 funds tracked by Wall St. Rank held StoneMor Inc. as of Q4 2022.

Based on Amalgamated Bank's 13F filing for Q4 2022, filed 10 Feb 2023.