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
Q3 		– Sell
-10,800
Closed -$37K – 14131
2022
Q2 		$37K Buy
+10,800
New +$30.7K ﹤0.01% 12120
2022
Q1 		– Sell
-10,400
Closed -$24K – 15104
2021
Q4 		$24K Buy
+10,400
New +$26.1K ﹤0.01% 13549
2021
Q2 		– Sell
-28,900
Closed -$55K – 14757
2021
Q1 		$55K Buy
28,900
+3,200
+12% +$8.34K ﹤0.01% 12865
2020
Q4 		$68K Sell
25,700
-3,700
-13% -$4.88K ﹤0.01% 10441
2020
Q3 		$28K Buy
29,400
+16,500
+128% +$13.3K ﹤0.01% 9790
2020
Q2 		$10K Buy
+12,900
New +$8.89K ﹤0.01% 9640
2019
Q3 		– Sell
-16,700
Closed -$37K – 9957
2019
Q2 		$37K Buy
16,700
+4,100
+33% +$12.2K ﹤0.01% 8818
2019
Q1 		$48K Sell
12,600
-7,800
-38% -$25K ﹤0.01% 8837
2018
Q4 		$43K Sell
20,400
-4,800
-19% -$19.5K ﹤0.01% 8528
2018
Q3 		$129K Buy
25,200
+3,900
+18% +$17.9K ﹤0.01% 8464
2018
Q2 		$128K Buy
+21,300
New +$129K ﹤0.01% 8132
2017
Q1 		– Sell
-15,000
Closed -$134K – 8218
2016
Q4 		$134K Buy
+15,000
New +$211K ﹤0.01% 6560
2016
Q3 		– Sell
-11,100
Closed -$278K – 7945
2016
Q2 		$278K Buy
11,100
+300
+3% +$7.27K ﹤0.01% 5338
2016
Q1 		$264K Buy
10,800
+7,800
+260% +$206K ﹤0.01% 5263
2015
Q4 		$80K Buy
+3,000
New +$85.6K ﹤0.01% 6917

Other funds holding STON

IA
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 $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.