FM
STON

Fondren Management’s StoneMor Inc. STON Stock Holding History

Fondren 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
Q3 		– Sell
-130,702
Closed -$788K – 92
2018
Q2 		$788K Buy
+130,702
New +$791K 0.6% 46
2017
Q1 		– Sell
-1,678
Closed -$3.5M – 53
2016
Q4 		$3.5M Buy
+1,678
New +$23.6K 2.5% 14

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WPEP
Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LA
Legacy Advisors Plymouth Meeting, Pennsylvania $848M AUM 21.32% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return

Fondren Management's STON Position: Q3 2018 in Review

Fondren Management sold out of StoneMor Inc. (STON) in Q3 2018, closing a stake of 130,702 shares — an estimated $788K sold.

Fondren Management first reported a position in STON in Q4 2016 and held it in 2 quarters. The position peaked at $3.5M in Q4 2016. 47 funds tracked by Wall St. Rank hold STON as of Q3 2018.

  • Fondren Management reported no remaining StoneMor Inc. position as of Q3 2018 after selling out during the quarter.
  • Fondren Management sold 130,702 StoneMor Inc. shares in Q3 2018, an estimated $788K.
  • Fondren Management first reported a position in StoneMor Inc. in Q4 2016 and held it in 2 quarters.
  • Fondren Management's StoneMor Inc. position peaked at $3.5M in Q4 2016.
  • 47 funds tracked by Wall St. Rank held StoneMor Inc. as of Q3 2018.

Based on Fondren Management's 13F filing for Q3 2018, filed 14 Nov 2018.