BlackRock
STON

BlackRock’s StoneMor Inc. STON Stock Holding History

BlackRock’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
-1,349,963
Closed -$4.63M – 5965
2022
Q3 		$4.63M Sell
1,349,963
-208,328
-13% -$715K ﹤0.01% 3789
2022
Q2 		$5.33M Sell
1,558,291
-118,832
-7% -$338K ﹤0.01% 3790
2022
Q1 		$4.38M Sell
1,677,123
-2,139
-0.1% -$5.51K ﹤0.01% 4040
2021
Q4 		$3.83M Buy
1,679,262
+88,747
+6% +$223K ﹤0.01% 4115
2021
Q3 		$3.93M Buy
1,590,515
+10,756
+0.7% +$27.6K ﹤0.01% 4039
2021
Q2 		$4.14M Buy
1,579,759
+1,453,112
+1,147% +$3.31M ﹤0.01% 3959
2021
Q1 		$240K Buy
126,647
+92,930
+276% +$242K ﹤0.01% 4714
2020
Q4 		$89K Buy
+33,717
New +$44.4K ﹤0.01% 4605

Other funds holding STON

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 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

BlackRock's STON Position: Q4 2022 in Review

BlackRock sold out of StoneMor Inc. (STON) in Q4 2022, closing a stake of 1,349,963 shares — an estimated $4.63M sold.

BlackRock first reported a position in STON in Q4 2020 and held it in 8 quarters. The position peaked at $5.33M in Q2 2022. 3 funds tracked by Wall St. Rank hold STON as of Q4 2022.

  • BlackRock reported no remaining StoneMor Inc. position as of Q4 2022 after selling out during the quarter.
  • BlackRock sold 1,349,963 StoneMor Inc. shares in Q4 2022, an estimated $4.63M.
  • BlackRock first reported a position in StoneMor Inc. in Q4 2020 and held it in 8 quarters.
  • BlackRock's StoneMor Inc. position peaked at $5.33M in Q2 2022.
  • 3 funds tracked by Wall St. Rank held StoneMor Inc. as of Q4 2022.

Based on BlackRock's 13F filing for Q4 2022, filed 13 Feb 2023.