HC
STON

HHG & Company’s StoneMor Inc. STON Stock Holding History

HHG & Company’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
2016
Q1 		– Hold
0
– – – 55
2015
Q4 		– Hold
0
– – – 47
2015
Q3 		– Hold
0
– – – 41
2015
Q2 		– Sell
-84,617
Closed -$2.53M – 38
2015
Q1 		$2.44M Sell
84,617
-2,043
-2% -$56.8K 0.64% 47
2014
Q4 		$2.23M Buy
86,660
+6,000
+7% +$155K 0.53% 50
2014
Q3 		$2.08M Buy
80,660
+36,564
+83% +$910K 0.68% 41
2014
Q2 		$1.07M Buy
44,096
+1,146
+3% +$27.9K 0.35% 96
2014
Q1 		$1.08M Sell
42,950
-2,500
-6% -$63.4K 0.37% 95
2013
Q4 		$1.16M Hold
45,450
– – 0.43% 81
2013
Q3 		$1.07M Hold
45,450
– – 0.43% 84
2013
Q2 		$1.14M Buy
+45,450
New +$1.18M 0.46% 75

Other funds holding STON

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WPEP
Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NC
Nicholas Company Milwaukee, Wisconsin $5.1B AUM 8.43% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
WRM
Weybosset Research & Management Province, Rhode Island $347M AUM 29.87% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
GXMC
Global X Management Company New York $5.62B AUM 10.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return