Citadel Advisors
STON

Citadel Advisors’s StoneMor Inc. STON Stock Holding History

Citadel 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
2022
Q4 		– Sell
-13,704
Closed -$47K – 15995
2022
Q3 		$47K Sell
13,704
-28,300
-67% -$97.1K ﹤0.01% 11684
2022
Q2 		$144K Buy
+42,004
New +$119K ﹤0.01% 11026
2022
Q1 		– Sell
-23,287
Closed -$53K – 15105
2021
Q4 		$53K Sell
23,287
-29,877
-56% -$75K ﹤0.01% 13223
2021
Q3 		$131K Buy
53,164
+21,916
+70% +$56.3K ﹤0.01% 12543
2021
Q2 		$82K Sell
31,248
-61,651
-66% -$140K ﹤0.01% 13066
2021
Q1 		$176K Buy
92,899
+76,746
+475% +$200K ﹤0.01% 11863
2020
Q4 		$42K Sell
16,153
-5,100
-24% -$6.72K ﹤0.01% 10632
2020
Q3 		$21K Buy
21,253
+8,005
+60% +$6.44K ﹤0.01% 9853
2020
Q2 		$10K Buy
+13,248
New +$9.13K ﹤0.01% 9641
2020
Q1 		– Sell
-24,598
Closed -$36K – 10414
2019
Q4 		$36K Buy
+24,598
New +$28.4K ﹤0.01% 8832
2019
Q2 		– Sell
-27,295
Closed -$81K – 10095
2019
Q1 		$103K Buy
27,295
+5,681
+26% +$18.2K ﹤0.01% 8547
2018
Q4 		$45K Buy
+21,614
New +$87.7K ﹤0.01% 8517
2018
Q3 		– Sell
-19,225
Closed -$88K – 9875
2018
Q2 		$116K Sell
19,225
-45,587
-70% -$276K ﹤0.01% 8177
2018
Q1 		$402K Buy
64,812
+370
+0.6% +$2.19K ﹤0.01% 6263
2017
Q4 		$423K Buy
64,442
+20,118
+45% +$135K ﹤0.01% 5903
2017
Q3 		$289K Buy
44,324
+12,527
+39% +$86.6K ﹤0.01% 6127
2017
Q2 		$300K Sell
31,797
-6,518
-17% -$58K ﹤0.01% 5916
2017
Q1 		$304K Sell
38,315
-24,510
-39% -$248K ﹤0.01% 5864
2016
Q4 		$560K Buy
+62,825
New +$882K ﹤0.01% 4725
2016
Q2 		– Sell
-15,947
Closed -$387K – 7584
2016
Q1 		$389K Buy
15,947
+11,309
+244% +$298K ﹤0.01% 4751
2015
Q4 		$124K Buy
+4,638
New +$132K ﹤0.01% 6451

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

Citadel Advisors's STON Position: Q4 2022 in Review

Citadel Advisors sold out of StoneMor Inc. (STON) in Q4 2022, closing a stake of 13,704 shares — an estimated $47K sold.

Citadel Advisors first reported a position in STON in Q4 2015 and held it in 21 quarters. The position peaked at $560K in Q4 2016. 3 funds tracked by Wall St. Rank hold STON as of Q4 2022.

  • Citadel Advisors reported no remaining StoneMor Inc. position as of Q4 2022 after selling out during the quarter.
  • Citadel Advisors sold 13,704 StoneMor Inc. shares in Q4 2022, an estimated $47K.
  • Citadel Advisors first reported a position in StoneMor Inc. in Q4 2015 and held it in 21 quarters.
  • Citadel Advisors's StoneMor Inc. position peaked at $560K in Q4 2016.
  • 3 funds tracked by Wall St. Rank held StoneMor Inc. as of Q4 2022.

Based on Citadel Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.