Ergoteles’s StoneMor Inc. STON Stock Holding History

Ergoteles’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	-395,246	Closed	-$1.36M	–	2154
2022 Q3	$1.36M	Buy	395,246 +188,978	+92%	+$649K	0.05%	380
2022 Q2	$705K	Buy	+206,268	New	+$586K	0.02%	689
2021 Q4	–	Sell	-50,086	Closed	-$124K	–	1734
2021 Q3	$124K	Buy	+50,086	New	+$129K	﹤0.01%	1076
2021 Q1	–	Sell	-17,000	Closed	-$45K	–	1142
2020 Q4	$45K	Buy	+17,000	New	+$22.4K	﹤0.01%	642

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

Ergoteles's STON Position: Q4 2022 in Review

Ergoteles sold out of StoneMor Inc. (STON) in Q4 2022, closing a stake of 395,246 shares — an estimated $1.36M sold.

Ergoteles first reported a position in STON in Q4 2020 and held it in 4 quarters. The position peaked at $1.36M in Q3 2022. 3 funds tracked by Wall St. Rank hold STON as of Q4 2022.

Ergoteles reported no remaining StoneMor Inc. position as of Q4 2022 after selling out during the quarter.
Ergoteles sold 395,246 StoneMor Inc. shares in Q4 2022, an estimated $1.36M.
Ergoteles first reported a position in StoneMor Inc. in Q4 2020 and held it in 4 quarters.
Ergoteles's StoneMor Inc. position peaked at $1.36M in Q3 2022.
3 funds tracked by Wall St. Rank held StoneMor Inc. as of Q4 2022.

Based on Ergoteles's 13F filing for Q4 2022, filed 14 Feb 2023.