CP
STON

Castleview Partners’s StoneMor Inc. STON Stock Holding History

Castleview Partners’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
Q1 		– Sell
-18,059
Closed -$7.92K – 1063
2021
Q4 		$7.92K Buy
+18,059
New +$45.3K 0.06% 114
2021
Q2 		$21K Buy
+7,921
New +$18K 0.01% 552

Other funds holding STON

ACM
Axar Capital Management New York $304M AUM 38.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MRCM
Mill Road Capital Management Greenwich, Connecticut $191M AUM 56.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Castleview Partners's STON Position: Q1 2022 in Review

Castleview Partners sold out of StoneMor Inc. (STON) in Q1 2022, closing a stake of 18,059 shares — an estimated $7.92K sold.

Castleview Partners first reported a position in STON in Q2 2021 and held it in 2 quarters. The position peaked at $21K in Q2 2021. 68 funds tracked by Wall St. Rank hold STON as of Q1 2022.

  • Castleview Partners reported no remaining StoneMor Inc. position as of Q1 2022 after selling out during the quarter.
  • Castleview Partners sold 18,059 StoneMor Inc. shares in Q1 2022, an estimated $7.92K.
  • Castleview Partners first reported a position in StoneMor Inc. in Q2 2021 and held it in 2 quarters.
  • Castleview Partners's StoneMor Inc. position peaked at $21K in Q2 2021.
  • 68 funds tracked by Wall St. Rank held StoneMor Inc. as of Q1 2022.

Based on Castleview Partners's 13F filing for Q1 2022, filed 16 May 2022.