Harbour Investments’s StoneMor Inc. STON Stock Holding History

Harbour 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	-603	Closed	-$2K	–	3158
2022 Q3	$2K	Hold	603	–	–	﹤0.01%	2518
2022 Q2	$2K	Buy	+603	New	+$1.71K	﹤0.01%	2518
2021 Q4	$1K	Hold	603	–	–	﹤0.01%	2598
2021 Q3	$1K	Hold	603	–	–	﹤0.01%	3670
2021 Q2	$2K	Hold	603	–	–	﹤0.01%	3465
2021 Q1	$1K	Buy	+603	New	+$1.57K	﹤0.01%	3543

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

Harbour Investments's STON Position: Q4 2022 in Review

Harbour Investments sold out of StoneMor Inc. (STON) in Q4 2022, closing a stake of 603 shares — an estimated $2K sold.

Harbour Investments first reported a position in STON in Q1 2021 and held it in 6 quarters. The position peaked at $2K in Q3 2022. 3 funds tracked by Wall St. Rank hold STON as of Q4 2022.

Harbour Investments reported no remaining StoneMor Inc. position as of Q4 2022 after selling out during the quarter.
Harbour Investments sold 603 StoneMor Inc. shares in Q4 2022, an estimated $2K.
Harbour Investments first reported a position in StoneMor Inc. in Q1 2021 and held it in 6 quarters.
Harbour Investments's StoneMor Inc. position peaked at $2K in Q3 2022.
3 funds tracked by Wall St. Rank held StoneMor Inc. as of Q4 2022.

Based on Harbour Investments's 13F filing for Q4 2022, filed 16 Feb 2023.