Goldman Sachs
STON

Goldman Sachs’s StoneMor Inc. STON Stock Holding History

Goldman Sachs’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
-17,520
Closed -$60K – 6595
2022
Q3 		$60K Buy
17,520
+5,784
+49% +$19.8K ﹤0.01% 5780
2022
Q2 		$40K Buy
+11,736
New +$33.4K ﹤0.01% 6073
2021
Q2 		– Sell
-1,097,107
Closed -$2.07M – 6704
2021
Q1 		$2.07M Buy
1,097,107
+56,323
+5% +$147K ﹤0.01% 3943
2020
Q4 		$2.74M Buy
1,040,784
+5,891
+0.6% +$7.76K ﹤0.01% 3491
2020
Q3 		$999K Sell
1,034,893
-159,046
-13% -$128K ﹤0.01% 4076
2020
Q2 		$928K Buy
1,193,939
+157,847
+15% +$109K ﹤0.01% 4003
2020
Q1 		$1.08M Buy
+1,036,092
New +$1.2M ﹤0.01% 3701
2019
Q4 		– Sell
-1,035,006
Closed -$1.15M – 5474
2019
Q3 		$1.15M Sell
1,035,006
-71
-0% -$109 ﹤0.01% 3932
2019
Q2 		$2.28M Sell
1,035,077
-230
-0% -$682 ﹤0.01% 3453
2019
Q1 		$3.9M Buy
1,035,307
+1
+0% +$3 ﹤0.01% 3178
2018
Q4 		$2.17M Buy
1,035,306
+285
+0% +$1.16K ﹤0.01% 3476
2018
Q3 		$5.31M Buy
1,035,021
+706,719
+215% +$3.24M ﹤0.01% 2939
2018
Q2 		$1.98M Buy
328,302
+550
+0.2% +$3.33K ﹤0.01% 3632
2018
Q1 		$2.04M Buy
327,752
+14,516
+5% +$85.9K ﹤0.01% 3588
2017
Q4 		$2.06M Sell
313,236
-8,605
-3% -$57.7K ﹤0.01% 3786
2017
Q3 		$2.1M Buy
321,841
+295,814
+1,137% +$2.05M ﹤0.01% 3943
2017
Q2 		$246K Sell
26,027
-2,388
-8% -$21.2K ﹤0.01% 5658
2017
Q1 		$225K Buy
+28,415
New +$287K ﹤0.01% 5654
2015
Q4 		– Sell
-25,510
Closed -$696K – 7423
2015
Q3 		$696K Buy
+25,510
New +$722K ﹤0.01% 4819
2015
Q1 		– Sell
-17,000
Closed -$438K – 7353
2014
Q4 		$438K Buy
+17,000
New +$440K ﹤0.01% 5414

Other funds holding STON

IA
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

Goldman Sachs's STON Position: Q4 2022 in Review

Goldman Sachs sold out of StoneMor Inc. (STON) in Q4 2022, closing a stake of 17,520 shares — an estimated $60K sold.

Goldman Sachs first reported a position in STON in Q4 2014 and held it in 20 quarters. The position peaked at $5.31M in Q3 2018. 3 funds tracked by Wall St. Rank hold STON as of Q4 2022.

  • Goldman Sachs reported no remaining StoneMor Inc. position as of Q4 2022 after selling out during the quarter.
  • Goldman Sachs sold 17,520 StoneMor Inc. shares in Q4 2022, an estimated $60K.
  • Goldman Sachs first reported a position in StoneMor Inc. in Q4 2014 and held it in 20 quarters.
  • Goldman Sachs's StoneMor Inc. position peaked at $5.31M in Q3 2018.
  • 3 funds tracked by Wall St. Rank held StoneMor Inc. as of Q4 2022.

Based on Goldman Sachs's 13F filing for Q4 2022, filed 13 Feb 2023.