Brandywine Global Investment Management’s StoneMor Inc. STON Stock Holding History

Brandywine Global Investment Management’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
2017 Q3	–	Sell	-196,000	Closed	-$1.85M	–	941
2017 Q2	$1.85M	Hold	196,000	–	–	0.01%	573
2017 Q1	$1.55M	Hold	196,000	–	–	0.01%	576
2016 Q4	$1.75M	Hold	196,000	–	–	0.01%	575
2016 Q3	$4.91M	Hold	196,000	–	–	0.03%	436
2016 Q2	$4.91M	Hold	196,000	–	–	0.03%	407
2016 Q1	$4.78M	Hold	196,000	–	–	0.03%	417
2015 Q4	$5.24M	Hold	196,000	–	–	0.03%	425
2015 Q3	$5.35M	Hold	196,000	–	–	0.03%	415
2015 Q2	$5.91M	Hold	196,000	–	–	0.04%	416
2015 Q1	$5.65M	Hold	196,000	–	–	0.04%	427
2014 Q4	$5.05M	Hold	196,000	–	–	0.03%	431
2014 Q3	$5.05M	Hold	196,000	–	–	0.04%	409
2014 Q2	$4.75M	Hold	196,000	–	–	0.04%	401
2014 Q1	$4.93M	Hold	196,000	–	–	0.04%	379
2013 Q4	$5M	Hold	196,000	–	–	0.05%	356
2013 Q3	$4.64M	Hold	196,000	–	–	0.05%	370
2013 Q2	$4.93M	Buy	+196,000	New	+$5.08M	0.05%	339

Other funds holding STON

ACM

Axar Capital Management New York $304M AUM 38.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

WPEP

Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Brandywine Global Investment Management's STON Position: Q3 2017 in Review

Brandywine Global Investment Management sold out of StoneMor Inc. (STON) in Q3 2017, closing a stake of 196,000 shares — an estimated $1.85M sold.

Brandywine Global Investment Management first reported a position in STON in Q2 2013 and held it in 17 quarters. The position peaked at $5.91M in Q2 2015. 56 funds tracked by Wall St. Rank hold STON as of Q3 2017.

Brandywine Global Investment Management reported no remaining StoneMor Inc. position as of Q3 2017 after selling out during the quarter.
Brandywine Global Investment Management sold 196,000 StoneMor Inc. shares in Q3 2017, an estimated $1.85M.
Brandywine Global Investment Management first reported a position in StoneMor Inc. in Q2 2013 and held it in 17 quarters.
Brandywine Global Investment Management's StoneMor Inc. position peaked at $5.91M in Q2 2015.
56 funds tracked by Wall St. Rank held StoneMor Inc. as of Q3 2017.

Based on Brandywine Global Investment Management's 13F filing for Q3 2017, filed 14 Nov 2017.