AP
STON

Appleton Partners’s StoneMor Inc. STON Stock Holding History

Appleton Partners’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
Q3 		– Sell
-22,884
Closed -$50K – 287
2019
Q2 		$50K Sell
22,884
-14,594
-39% -$43.3K 0.01% 279
2019
Q1 		$141K Buy
37,478
+8,233
+28% +$26.4K 0.02% 258
2018
Q4 		$61K Buy
29,245
+6,210
+27% +$25.2K 0.01% 253
2018
Q3 		$118K Buy
+23,035
New +$105K 0.02% 257

Other funds holding STON

ACM
Axar Capital Management New York $304M AUM 38.78% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
LA
Legacy Advisors Plymouth Meeting, Pennsylvania $848M AUM 21.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return

Appleton Partners's STON Position: Q3 2019 in Review

Appleton Partners sold out of StoneMor Inc. (STON) in Q3 2019, closing a stake of 22,884 shares — an estimated $50K sold.

Appleton Partners first reported a position in STON in Q3 2018 and held it in 4 quarters. The position peaked at $141K in Q1 2019. 41 funds tracked by Wall St. Rank hold STON as of Q3 2019.

  • Appleton Partners reported no remaining StoneMor Inc. position as of Q3 2019 after selling out during the quarter.
  • Appleton Partners sold 22,884 StoneMor Inc. shares in Q3 2019, an estimated $50K.
  • Appleton Partners first reported a position in StoneMor Inc. in Q3 2018 and held it in 4 quarters.
  • Appleton Partners's StoneMor Inc. position peaked at $141K in Q1 2019.
  • 41 funds tracked by Wall St. Rank held StoneMor Inc. as of Q3 2019.

Based on Appleton Partners's 13F filing for Q3 2019, filed 4 Nov 2019.