Fidelity Investments’s StoneMor Inc. STON Stock Holding History

Fidelity Investments’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	-2,508	Closed	-$8K	–	5682
2022 Q3	$8K	Buy	2,508 +186	+8%	+$638	﹤0.01%	4178
2022 Q2	$8K	Sell	2,322 -636	-22%	-$1.81K	﹤0.01%	4199
2022 Q1	$8K	Buy	+2,958	New	+$7.62K	﹤0.01%	4320
2019 Q1	–	Sell	-1	Closed	–	–	4360
2018 Q4	$0	Hold	1	–	–	﹤0.01%	4320
2018 Q3	$0	Buy	+1	New	+$5	﹤0.01%	3870

Other funds holding STON

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 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

Fidelity Investments's STON Position: Q4 2022 in Review

Fidelity Investments sold out of StoneMor Inc. (STON) in Q4 2022, closing a stake of 2,508 shares — an estimated $8K sold.

Fidelity Investments first reported a position in STON in Q3 2018 and held it in 5 quarters. The position peaked at $8K in Q3 2022. 3 funds tracked by Wall St. Rank hold STON as of Q4 2022.

Fidelity Investments reported no remaining StoneMor Inc. position as of Q4 2022 after selling out during the quarter.
Fidelity Investments sold 2,508 StoneMor Inc. shares in Q4 2022, an estimated $8K.
Fidelity Investments first reported a position in StoneMor Inc. in Q3 2018 and held it in 5 quarters.
Fidelity Investments's StoneMor Inc. position peaked at $8K in Q3 2022.
3 funds tracked by Wall St. Rank held StoneMor Inc. as of Q4 2022.

Based on Fidelity Investments's 13F filing for Q4 2022, filed 13 Feb 2023.