Capstone Investment Advisors
STON

Capstone Investment Advisors’s StoneMor Inc. STON Stock Holding History

Capstone Investment Advisors’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
2021
Q1 		– Sell
-53,432
Closed -$141K – 2004
2020
Q4 		$141K Buy
+53,432
New +$70.4K ﹤0.01% 1508

Other funds holding STON

ACM
Axar Capital Management New York $304M AUM 38.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Capstone Investment Advisors's STON Position: Q1 2021 in Review

Capstone Investment Advisors sold out of StoneMor Inc. (STON) in Q1 2021, closing a stake of 53,432 shares — an estimated $141K sold.

Capstone Investment Advisors first reported a position in STON in Q4 2020 and held it in 1 quarter. The position peaked at $141K in Q4 2020. 55 funds tracked by Wall St. Rank hold STON as of Q1 2021.

  • Capstone Investment Advisors reported no remaining StoneMor Inc. position as of Q1 2021 after selling out during the quarter.
  • Capstone Investment Advisors sold 53,432 StoneMor Inc. shares in Q1 2021, an estimated $141K.
  • Capstone Investment Advisors first reported a position in StoneMor Inc. in Q4 2020 and held it in 1 quarter.
  • Capstone Investment Advisors's StoneMor Inc. position peaked at $141K in Q4 2020.
  • 55 funds tracked by Wall St. Rank held StoneMor Inc. as of Q1 2021.

Based on Capstone Investment Advisors's 13F filing for Q1 2021, filed 17 May 2021.