JMF
STON

Johnson Midwest Financial’s StoneMor Inc. STON Stock Holding History

Johnson Midwest Financial’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
Q4 		– Sell
-110
Closed – – 410
2022
Q3 		$0 Hold
110
– – ﹤0.01% 354
2022
Q2 		$0 Hold
110
– – ﹤0.01% 329
2022
Q1 		$0 Hold
110
– – ﹤0.01% 314
2021
Q4 		$0 Hold
110
– – ﹤0.01% 340
2021
Q3 		$0 Hold
110
– – ﹤0.01% 337
2021
Q2 		$0 Hold
110
– – ﹤0.01% 306
2021
Q1 		$0 Hold
110
– – ﹤0.01% 305
2020
Q4 		$0 Buy
+110
New +$145 ﹤0.01% 275

Other funds holding STON

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Johnson Midwest Financial's STON Position: Q4 2022 in Review

Johnson Midwest Financial sold out of StoneMor Inc. (STON) in Q4 2022, closing a stake of 110 shares.

Johnson Midwest Financial first reported a position in STON in Q4 2020 and held it in 8 quarters. The position peaked at $0 in Q3 2022. 3 funds tracked by Wall St. Rank hold STON as of Q4 2022.

  • Johnson Midwest Financial reported no remaining StoneMor Inc. position as of Q4 2022 after selling out during the quarter.
  • Johnson Midwest Financial sold 110 StoneMor Inc. shares in Q4 2022.
  • Johnson Midwest Financial first reported a position in StoneMor Inc. in Q4 2020 and held it in 8 quarters.
  • Johnson Midwest Financial's StoneMor Inc. position peaked at $0 in Q3 2022.
  • 3 funds tracked by Wall St. Rank held StoneMor Inc. as of Q4 2022.

Based on Johnson Midwest Financial's 13F filing for Q4 2022, filed 26 Jan 2023.