Credit Suisse’s StoneMor Inc. STON Stock Holding History

Credit Suisse’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	-153	Closed	-$1K	–	4230
2022 Q3	$1K	Buy	153 +105	+219%	+$360	﹤0.01%	4001
2022 Q2	$0	Buy	+48	New	+$136	﹤0.01%	4563
2015 Q4	–	Sell	-28,196	Closed	-$769K	–	4407
2015 Q3	$769K	Buy	28,196 +12,827	+83%	+$363K	﹤0.01%	3069
2015 Q2	$463K	Buy	+15,369	New	+$459K	﹤0.01%	3779
2014 Q3	–	Sell	-9,444	Closed	-$229K	–	4707
2014 Q2	$229K	Buy	+9,444	New	+$230K	﹤0.01%	4275

Other funds holding STON

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

Credit Suisse's STON Position: Q4 2022 in Review

Credit Suisse sold out of StoneMor Inc. (STON) in Q4 2022, closing a stake of 153 shares — an estimated $1K sold.

Credit Suisse first reported a position in STON in Q2 2014 and held it in 5 quarters. The position peaked at $769K in Q3 2015. 3 funds tracked by Wall St. Rank hold STON as of Q4 2022.

Credit Suisse reported no remaining StoneMor Inc. position as of Q4 2022 after selling out during the quarter.
Credit Suisse sold 153 StoneMor Inc. shares in Q4 2022, an estimated $1K.
Credit Suisse first reported a position in StoneMor Inc. in Q2 2014 and held it in 5 quarters.
Credit Suisse's StoneMor Inc. position peaked at $769K in Q3 2015.
3 funds tracked by Wall St. Rank held StoneMor Inc. as of Q4 2022.

Based on Credit Suisse's 13F filing for Q4 2022, filed 13 Feb 2023.