BCMLT
STON

Beacon Capital Management LLC (Tennessee)’s StoneMor Inc. STON Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
-597
Closed -$2K – 1065
2022
Q3 		$2K Hold
597
– – ﹤0.01% 774
2022
Q2 		$2K Hold
597
– – ﹤0.01% 826
2022
Q1 		$2K Buy
+597
New +$1.54K ﹤0.01% 826

Other funds holding STON

IA
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

Beacon Capital Management LLC (Tennessee)'s STON Position: Q4 2022 in Review

Beacon Capital Management LLC (Tennessee) sold out of StoneMor Inc. (STON) in Q4 2022, closing a stake of 597 shares — an estimated $2K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in STON in Q1 2022 and held it in 3 quarters. The position peaked at $2K in Q3 2022. 3 funds tracked by Wall St. Rank hold STON as of Q4 2022.

  • Beacon Capital Management LLC (Tennessee) reported no remaining StoneMor Inc. position as of Q4 2022 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 597 StoneMor Inc. shares in Q4 2022, an estimated $2K.
  • Beacon Capital Management LLC (Tennessee) first reported a position in StoneMor Inc. in Q1 2022 and held it in 3 quarters.
  • Beacon Capital Management LLC (Tennessee)'s StoneMor Inc. position peaked at $2K in Q3 2022.
  • 3 funds tracked by Wall St. Rank held StoneMor Inc. as of Q4 2022.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q4 2022, filed 27 Jan 2023.