Crescent Grove Advisors’s StoneMor Inc. STON Stock Holding History

Crescent Grove 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
2020 Q3	–	Sell	-105,693	Closed	-$82K	–	175
2020 Q2	$82K	Buy	105,693 +3,072	+3%	+$2.12K	0.02%	149
2020 Q1	$107K	Hold	102,621	–	–	0.02%	137
2019 Q4	$149K	Hold	102,621	–	–	0.03%	155
2019 Q3	$114K	Hold	102,621	–	–	0.02%	150
2019 Q2	$226K	Hold	102,621	–	–	0.04%	141
2019 Q1	$387K	Buy	102,621 +53,112	+107%	+$171K	0.08%	100
2018 Q4	$104K	Hold	49,509	–	–	0.02%	151
2018 Q3	$254K	Hold	49,509	–	–	0.05%	118
2018 Q2	$299K	Buy	49,509 +31,630	+177%	+$191K	0.07%	106
2018 Q1	$111K	Hold	17,879	–	–	0.03%	139
2017 Q4	$117K	Buy	17,879 +3,221	+22%	+$21.6K	0.03%	135
2017 Q3	$96K	Hold	14,658	–	–	0.02%	136
2017 Q2	$139K	Buy	+14,658	New	+$130K	0.04%	136

Other funds holding STON

ACM

Axar Capital Management New York $304M AUM 38.78% 1-Year Est. Return

Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Legacy Advisors Plymouth Meeting, Pennsylvania $848M AUM 21.32% 1-Year Est. Return

Crescent Grove Advisors's STON Position: Q3 2020 in Review

Crescent Grove Advisors sold out of StoneMor Inc. (STON) in Q3 2020, closing a stake of 105,693 shares — an estimated $82K sold.

Crescent Grove Advisors first reported a position in STON in Q2 2017 and held it in 13 quarters. The position peaked at $387K in Q1 2019. 39 funds tracked by Wall St. Rank hold STON as of Q3 2020.

Crescent Grove Advisors reported no remaining StoneMor Inc. position as of Q3 2020 after selling out during the quarter.
Crescent Grove Advisors sold 105,693 StoneMor Inc. shares in Q3 2020, an estimated $82K.
Crescent Grove Advisors first reported a position in StoneMor Inc. in Q2 2017 and held it in 13 quarters.
Crescent Grove Advisors's StoneMor Inc. position peaked at $387K in Q1 2019.
39 funds tracked by Wall St. Rank held StoneMor Inc. as of Q3 2020.

Based on Crescent Grove Advisors's 13F filing for Q3 2020, filed 6 Nov 2020.