HIP
STON

Harrell Investment Partners’s StoneMor Inc. STON Stock Holding History

Harrell Investment Partners’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
Q1 		– Sell
-25,000
Closed -$57K – 105
2021
Q4 		$57K Hold
25,000
– – 0.02% 95
2021
Q3 		$62K Hold
25,000
– – 0.02% 101
2021
Q2 		$66K Hold
25,000
– – 0.02% 99
2021
Q1 		$48K Sell
25,000
-1,500
-6% -$3.91K 0.02% 100
2020
Q4 		$70K Hold
26,500
– – 0.03% 87
2020
Q3 		$25K Buy
+26,500
New +$21.3K 0.01% 82

Other funds holding STON

ACM
Axar Capital Management New York $304M AUM 38.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MRCM
Mill Road Capital Management Greenwich, Connecticut $191M AUM 56.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Harrell Investment Partners's STON Position: Q1 2022 in Review

Harrell Investment Partners sold out of StoneMor Inc. (STON) in Q1 2022, closing a stake of 25,000 shares — an estimated $57K sold.

Harrell Investment Partners first reported a position in STON in Q3 2020 and held it in 6 quarters. The position peaked at $70K in Q4 2020. 68 funds tracked by Wall St. Rank hold STON as of Q1 2022.

  • Harrell Investment Partners reported no remaining StoneMor Inc. position as of Q1 2022 after selling out during the quarter.
  • Harrell Investment Partners sold 25,000 StoneMor Inc. shares in Q1 2022, an estimated $57K.
  • Harrell Investment Partners first reported a position in StoneMor Inc. in Q3 2020 and held it in 6 quarters.
  • Harrell Investment Partners's StoneMor Inc. position peaked at $70K in Q4 2020.
  • 68 funds tracked by Wall St. Rank held StoneMor Inc. as of Q1 2022.

Based on Harrell Investment Partners's 13F filing for Q1 2022, filed 16 May 2022.