Creative Planning
STON

Creative Planning’s StoneMor Inc. STON Stock Holding History

Creative Planning’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
-17,781
Closed -$61K – 2655
2022
Q3 		$61K Hold
17,781
– – ﹤0.01% 2105
2022
Q2 		$61K Hold
17,781
– – ﹤0.01% 2029
2022
Q1 		$46K Hold
17,781
– – ﹤0.01% 2070
2021
Q4 		$41K Sell
17,781
-100
-0.6% -$251 ﹤0.01% 2008
2021
Q3 		$44K Hold
17,881
– – ﹤0.01% 2006
2021
Q2 		$47K Hold
17,881
– – ﹤0.01% 1943
2021
Q1 		$34K Hold
17,881
– – ﹤0.01% 2399
2020
Q4 		$47K Hold
17,881
– – ﹤0.01% 2108
2020
Q3 		$17K Buy
17,881
+100
+0.6% +$80 ﹤0.01% 1997
2020
Q2 		$14K Sell
17,781
-3,300
-16% -$2.27K ﹤0.01% 1859
2020
Q1 		$22K Hold
21,081
– – ﹤0.01% 1713
2019
Q4 		$31K Hold
21,081
– – ﹤0.01% 1849
2019
Q3 		$23K Hold
21,081
– – ﹤0.01% 1851
2019
Q2 		$46K Hold
21,081
– – ﹤0.01% 1824
2019
Q1 		$79K Hold
21,081
– – ﹤0.01% 1736
2018
Q4 		$44K Hold
21,081
– – ﹤0.01% 1723
2018
Q3 		$108K Sell
21,081
-1,250
-6% -$5.72K ﹤0.01% 1779
2018
Q2 		$135K Sell
22,331
-592
-3% -$3.58K ﹤0.01% 1715
2018
Q1 		$142K Buy
22,923
+792
+4% +$4.69K ﹤0.01% 1686
2017
Q4 		$145K Sell
22,131
-200
-0.9% -$1.34K ﹤0.01% 1679
2017
Q3 		$146K Sell
22,331
-3,927
-15% -$27.2K ﹤0.01% 1668
2017
Q2 		$248K Buy
26,258
+4,333
+20% +$38.6K ﹤0.01% 1388
2017
Q1 		$174K Sell
21,925
-633
-3% -$6.4K ﹤0.01% 1576
2016
Q4 		$201K Sell
22,558
-6,051
-21% -$85K ﹤0.01% 1411
2016
Q3 		$716K Sell
28,609
-982
-3% -$24.7K ﹤0.01% 734
2016
Q2 		$741K Buy
29,591
+3,759
+15% +$91.1K 0.01% 609
2016
Q1 		$630K Buy
25,832
+1,635
+7% +$43.1K ﹤0.01% 669
2015
Q4 		$647K Buy
24,197
+2,795
+13% +$79.7K 0.01% 652
2015
Q3 		$584K Buy
21,402
+1,912
+10% +$54.1K 0.01% 678
2015
Q2 		$588K Buy
19,490
+818
+4% +$24.4K 0.01% 619
2015
Q1 		$538K Buy
18,672
+606
+3% +$16.9K 0.01% 707
2014
Q4 		$466K Sell
18,066
-2,247
-11% -$58.2K ﹤0.01% 731
2014
Q3 		$524K Buy
20,313
+5,141
+34% +$128K 0.01% 635
2014
Q2 		$368K Buy
15,172
+415
+3% +$10.1K ﹤0.01% 762
2014
Q1 		$371K Buy
14,757
+302
+2% +$7.67K 0.01% 744
2013
Q4 		$369K Buy
14,455
+290
+2% +$7.28K 0.01% 611
2013
Q3 		$335K Buy
14,165
+1,292
+10% +$31.6K 0.01% 553
2013
Q2 		$324K Buy
+12,873
New +$333K 0.01% 526

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

Creative Planning's STON Position: Q4 2022 in Review

Creative Planning sold out of StoneMor Inc. (STON) in Q4 2022, closing a stake of 17,781 shares — an estimated $61K sold.

Creative Planning first reported a position in STON in Q2 2013 and held it in 38 quarters. The position peaked at $741K in Q2 2016. 3 funds tracked by Wall St. Rank hold STON as of Q4 2022.

  • Creative Planning reported no remaining StoneMor Inc. position as of Q4 2022 after selling out during the quarter.
  • Creative Planning sold 17,781 StoneMor Inc. shares in Q4 2022, an estimated $61K.
  • Creative Planning first reported a position in StoneMor Inc. in Q2 2013 and held it in 38 quarters.
  • Creative Planning's StoneMor Inc. position peaked at $741K in Q2 2016.
  • 3 funds tracked by Wall St. Rank held StoneMor Inc. as of Q4 2022.

Based on Creative Planning's 13F filing for Q4 2022, filed 10 Feb 2023.