Jacobs Levy Equity Management
STON

Jacobs Levy Equity Management’s StoneMor Inc. STON Stock Holding History

Jacobs Levy Equity Management’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
-163,167
Closed -$372K – 1119
2021
Q4 		$372K Sell
163,167
-97,152
-37% -$244K ﹤0.01% 872
2021
Q3 		$643K Buy
+260,319
New +$668K ﹤0.01% 827

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

Jacobs Levy Equity Management's STON Position: Q1 2022 in Review

Jacobs Levy Equity Management sold out of StoneMor Inc. (STON) in Q1 2022, closing a stake of 163,167 shares — an estimated $372K sold.

Jacobs Levy Equity Management first reported a position in STON in Q3 2021 and held it in 2 quarters. The position peaked at $643K in Q3 2021. 68 funds tracked by Wall St. Rank hold STON as of Q1 2022.

  • Jacobs Levy Equity Management reported no remaining StoneMor Inc. position as of Q1 2022 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 163,167 StoneMor Inc. shares in Q1 2022, an estimated $372K.
  • Jacobs Levy Equity Management first reported a position in StoneMor Inc. in Q3 2021 and held it in 2 quarters.
  • Jacobs Levy Equity Management's StoneMor Inc. position peaked at $643K in Q3 2021.
  • 68 funds tracked by Wall St. Rank held StoneMor Inc. as of Q1 2022.

Based on Jacobs Levy Equity Management's 13F filing for Q1 2022, filed 16 May 2022.