Bridgeway Capital Management’s StoneMor Inc. STON Stock Holding History

Bridgeway Capital 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
2022 Q4	–	Sell	-124,362	Closed	-$427K	–	1501
2022 Q3	$427K	Hold	124,362	–	–	0.01%	929
2022 Q2	$425K	Sell	124,362 -29,100	-19%	-$82.7K	0.01%	921
2022 Q1	$401K	Hold	153,462	–	–	0.01%	999
2021 Q4	$350K	Hold	153,462	–	–	0.01%	1066
2021 Q3	$379K	Sell	153,462 -389,097	-72%	-$999K	0.01%	1115
2021 Q2	$1.42M	Buy	542,559 +5,000	+0.9%	+$11.4K	0.03%	738
2021 Q1	$1.02M	Buy	537,559 +50,659	+10%	+$132K	0.02%	858
2020 Q4	$1.28M	Hold	486,900	–	–	0.03%	687
2020 Q3	$470K	Buy	486,900 +145,000	+42%	+$117K	0.01%	912
2020 Q2	$266K	Buy	+341,900	New	+$236K	0.01%	1074

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 $20.6B AUM 34.61% 1-Year Est. Return

Bridgeway Capital Management's STON Position: Q4 2022 in Review

Bridgeway Capital Management sold out of StoneMor Inc. (STON) in Q4 2022, closing a stake of 124,362 shares — an estimated $427K sold.

Bridgeway Capital Management first reported a position in STON in Q2 2020 and held it in 10 quarters. The position peaked at $1.42M in Q2 2021. 3 funds tracked by Wall St. Rank hold STON as of Q4 2022.

Bridgeway Capital Management reported no remaining StoneMor Inc. position as of Q4 2022 after selling out during the quarter.
Bridgeway Capital Management sold 124,362 StoneMor Inc. shares in Q4 2022, an estimated $427K.
Bridgeway Capital Management first reported a position in StoneMor Inc. in Q2 2020 and held it in 10 quarters.
Bridgeway Capital Management's StoneMor Inc. position peaked at $1.42M in Q2 2021.
3 funds tracked by Wall St. Rank held StoneMor Inc. as of Q4 2022.

Based on Bridgeway Capital Management's 13F filing for Q4 2022, filed 14 Feb 2023.