IFG
STON

Independent Financial Group’s StoneMor Inc. STON Stock Holding History

Independent Financial Group’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
2021
Q1 		– Sell
-11,995
Closed -$31.5K – 681
2020
Q4 		$31.5K Buy
+11,995
New +$15.8K ﹤0.01% 563
2020
Q3 		– Sell
-11,952
Closed -$9.29K – 549
2020
Q2 		$9.29K Hold
11,952
– – ﹤0.01% 476
2020
Q1 		$12.4K Buy
+11,952
New +$13.8K ﹤0.01% 411

Other funds holding STON

ACM
Axar Capital Management New York $304M AUM 38.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Independent Financial Group's STON Position: Q1 2021 in Review

Independent Financial Group sold out of StoneMor Inc. (STON) in Q1 2021, closing a stake of 11,995 shares — an estimated $31.5K sold.

Independent Financial Group first reported a position in STON in Q1 2020 and held it in 3 quarters. The position peaked at $31.5K in Q4 2020. 55 funds tracked by Wall St. Rank hold STON as of Q1 2021.

  • Independent Financial Group reported no remaining StoneMor Inc. position as of Q1 2021 after selling out during the quarter.
  • Independent Financial Group sold 11,995 StoneMor Inc. shares in Q1 2021, an estimated $31.5K.
  • Independent Financial Group first reported a position in StoneMor Inc. in Q1 2020 and held it in 3 quarters.
  • Independent Financial Group's StoneMor Inc. position peaked at $31.5K in Q4 2020.
  • 55 funds tracked by Wall St. Rank held StoneMor Inc. as of Q1 2021.

Based on Independent Financial Group's 13F filing for Q1 2021, filed 15 Jun 2026.