HM
STON

Howard Marks’s StoneMor Inc. STON Stock Holding History

Howard Marks’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
2019
Q4 		– Sell
-4,477,857
Closed -$4.97M – 202
2019
Q3 		$4.97M Hold
4,477,857
– – 0.1% 114
2019
Q2 		$9.85M Hold
4,477,857
– – 0.18% 86
2019
Q1 		$16.9M Hold
4,477,857
– – 0.32% 66
2018
Q4 		$9.4M Hold
4,477,857
– – 0.17% 120
2018
Q3 		$23M Hold
4,477,857
– – 0.31% 71
2018
Q2 		$27M Buy
4,477,857
+133,223
+3% +$806K 0.38% 48
2018
Q1 		$27M Buy
4,344,634
+594,634
+16% +$3.52M 0.43% 53
2017
Q4 		$24.6M Buy
3,750,000
+2,225,000
+146% +$14.9M 0.39% 68
2017
Q3 		$9.94M Buy
1,525,000
+275,000
+22% +$1.9M 0.15% 142
2017
Q2 		$11.8M Hold
1,250,000
– – 0.19% 115
2017
Q1 		$9.91M Hold
1,250,000
– – 0.14% 127
2016
Q4 		$11.1M Buy
+1,250,000
New +$17.6M 0.17% 124

Other funds holding STON

ACM
Axar Capital Management New York $304M AUM 38.78% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.52B AUM 36.54% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WPEP
Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CGA
Crescent Grove Advisors Lake Forest, Illinois $1.2B AUM 23.08% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Howard Marks's STON Position: Q4 2019 in Review

Howard Marks sold out of StoneMor Inc. (STON) in Q4 2019, closing a stake of 4,477,857 shares — an estimated $4.97M sold.

Howard Marks first reported a position in STON in Q4 2016 and held it in 12 quarters. The position peaked at $27M in Q2 2018. 34 funds tracked by Wall St. Rank hold STON as of Q4 2019.

  • Howard Marks reported no remaining StoneMor Inc. position as of Q4 2019 after selling out during the quarter.
  • Howard Marks sold 4,477,857 StoneMor Inc. shares in Q4 2019, an estimated $4.97M.
  • Howard Marks first reported a position in StoneMor Inc. in Q4 2016 and held it in 12 quarters.
  • Howard Marks's StoneMor Inc. position peaked at $27M in Q2 2018.
  • 34 funds tracked by Wall St. Rank held StoneMor Inc. as of Q4 2019.

Based on Oaktree Capital Management's 13F filing for Q4 2019, filed 14 Feb 2020.