FIM
STON

Fernwood Investment Management’s StoneMor Inc. STON Stock Holding History

Fernwood Investment Management’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
2018
Q4 		– Sell
-11,005
Closed -$56K – 173
2018
Q3 		$56K Sell
11,005
-44,863
-80% -$205K 0.03% 165
2018
Q2 		$337K Sell
55,868
-2,900
-5% -$17.6K 0.18% 120
2018
Q1 		$365K Sell
58,768
-1,700
-3% -$10.1K 0.2% 106
2017
Q4 		$397K Sell
60,468
-47,800
-44% -$321K 0.21% 102
2017
Q3 		$706K Sell
108,268
-19,952
-16% -$138K 0.44% 59
2017
Q2 		$1.21M Buy
128,220
+11,100
+9% +$98.8K 0.88% 32
2017
Q1 		$929K Buy
117,120
+5,975
+5% +$60.4K 0.74% 41
2016
Q4 		$990K Buy
111,145
+7,200
+7% +$101K 0.95% 35
2016
Q3 		$2.6M Sell
103,945
-1,400
-1% -$35.2K 2.38% 7
2016
Q2 		$2.64M Sell
105,345
-500
-0.5% -$12.1K 2.59% 6
2016
Q1 		$2.58M Buy
105,845
+1,800
+2% +$47.5K 2.62% 7
2015
Q4 		$2.78M Buy
104,045
+1,700
+2% +$48.5K 2.38% 7
2015
Q3 		$2.79M Sell
102,345
-1,900
-2% -$53.8K 2.45% 7
2015
Q2 		$3.14M Sell
104,245
-2,600
-2% -$77.6K 2.47% 7
2015
Q1 		$3.08M Sell
106,845
-1,100
-1% -$30.6K 2.53% 7
2014
Q4 		$2.78M Sell
107,945
-200
-0.2% -$5.18K 2.37% 7
2014
Q3 		$2.79M Sell
108,145
-2,200
-2% -$54.7K 2.4% 8
2014
Q2 		$2.67M Buy
110,345
+3,524
+3% +$85.8K 2.21% 10
2014
Q1 		$2.69M Sell
106,821
-3,400
-3% -$86.3K 2.49% 8
2013
Q4 		$2.81M Buy
+110,221
New +$2.77M 1.87% 12

Other funds holding STON

ACM
Axar Capital Management New York $304M AUM 38.78% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 1-Year Est. Return
WPEP
Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return

Fernwood Investment Management's STON Position: Q4 2018 in Review

Fernwood Investment Management sold out of StoneMor Inc. (STON) in Q4 2018, closing a stake of 11,005 shares — an estimated $56K sold.

Fernwood Investment Management first reported a position in STON in Q4 2013 and held it in 20 quarters. The position peaked at $3.14M in Q2 2015. 43 funds tracked by Wall St. Rank hold STON as of Q4 2018.

  • Fernwood Investment Management reported no remaining StoneMor Inc. position as of Q4 2018 after selling out during the quarter.
  • Fernwood Investment Management sold 11,005 StoneMor Inc. shares in Q4 2018, an estimated $56K.
  • Fernwood Investment Management first reported a position in StoneMor Inc. in Q4 2013 and held it in 20 quarters.
  • Fernwood Investment Management's StoneMor Inc. position peaked at $3.14M in Q2 2015.
  • 43 funds tracked by Wall St. Rank held StoneMor Inc. as of Q4 2018.

Based on Fernwood Investment Management's 13F filing for Q4 2018, filed 12 Feb 2019.