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
Q1 		– Sell
-21,400
Closed -$49K – 15106
2021
Q4 		$49K Sell
21,400
-1,400
-6% -$3.52K ﹤0.01% 13264
2021
Q3 		$56K Buy
22,800
+8,000
+54% +$20.5K ﹤0.01% 13315
2021
Q2 		$39K Sell
14,800
-95,900
-87% -$218K ﹤0.01% 13425
2021
Q1 		$209K Buy
+110,700
New +$288K ﹤0.01% 11610
2018
Q4 		– Sell
-10,500
Closed -$54K – 9987
2018
Q3 		$54K Sell
10,500
-15,100
-59% -$69.1K ﹤0.01% 8789
2018
Q2 		$154K Sell
25,600
-15,300
-37% -$92.6K ﹤0.01% 8051
2018
Q1 		$254K Buy
40,900
+1,500
+4% +$8.88K ﹤0.01% 6992
2017
Q4 		$258K Buy
39,400
+5,600
+17% +$37.6K ﹤0.01% 6697
2017
Q3 		$220K Buy
33,800
+11,900
+54% +$82.3K ﹤0.01% 6555
2017
Q2 		$207K Sell
21,900
-14,400
-40% -$128K ﹤0.01% 6521
2017
Q1 		$288K Sell
36,300
-17,900
-33% -$181K ﹤0.01% 5936
2016
Q4 		$483K Buy
54,200
+41,100
+314% +$577K ﹤0.01% 4956
2016
Q3 		$328K Sell
13,100
-2,400
-15% -$60.3K ﹤0.01% 5529
2016
Q2 		$388K Sell
15,500
-3,200
-17% -$77.6K ﹤0.01% 4840
2016
Q1 		$456K Buy
18,700
+9,400
+101% +$248K ﹤0.01% 4537
2015
Q4 		$249K Buy
+9,300
New +$265K ﹤0.01% 5503

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.