Bank of New York Mellon’s StoneMor Inc. STON Stock Holding History

Bank of New York Mellon’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	-98,514	Closed	-$338K	–	4614
2022 Q3	$338K	Buy	98,514 +13,528	+16%	+$46.4K	﹤0.01%	3774
2022 Q2	$291K	Sell	84,986 -1,091	-1%	-$3.1K	﹤0.01%	3900
2022 Q1	$225K	Buy	86,077 +7,786	+10%	+$20K	﹤0.01%	4183
2021 Q4	$178K	Buy	78,291 +1,760	+2%	+$4.42K	﹤0.01%	4315
2021 Q3	$189K	Buy	76,531 +4,998	+7%	+$12.8K	﹤0.01%	4231
2021 Q2	$188K	Buy	+71,533	New	+$163K	﹤0.01%	4113

Other funds holding STON

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

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

HNB

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

Bank of New York Mellon's STON Position: Q4 2022 in Review

Bank of New York Mellon sold out of StoneMor Inc. (STON) in Q4 2022, closing a stake of 98,514 shares — an estimated $338K sold.

Bank of New York Mellon first reported a position in STON in Q2 2021 and held it in 6 quarters. The position peaked at $338K in Q3 2022. 3 funds tracked by Wall St. Rank hold STON as of Q4 2022.

Bank of New York Mellon reported no remaining StoneMor Inc. position as of Q4 2022 after selling out during the quarter.
Bank of New York Mellon sold 98,514 StoneMor Inc. shares in Q4 2022, an estimated $338K.
Bank of New York Mellon first reported a position in StoneMor Inc. in Q2 2021 and held it in 6 quarters.
Bank of New York Mellon's StoneMor Inc. position peaked at $338K in Q3 2022.
3 funds tracked by Wall St. Rank held StoneMor Inc. as of Q4 2022.

Based on Bank of New York Mellon's 13F filing for Q4 2022, filed 14 Feb 2023.