LTFS
STON

Ladenburg Thalmann Financial Services’s StoneMor Inc. STON Stock Holding History

Ladenburg Thalmann Financial Services’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 		$12K Buy
8,778
+200
+2% +$231 ﹤0.01% 4424
2019
Q3 		$10K Hold
8,578
– – ﹤0.01% 4412
2019
Q2 		$19K Hold
8,578
– – ﹤0.01% 4102
2019
Q1 		$32K Hold
8,578
– – ﹤0.01% 3714
2018
Q4 		$18K Sell
8,578
-1,200
-12% -$4.87K ﹤0.01% 3942
2018
Q3 		$50K Sell
9,778
-3,365
-26% -$15.4K ﹤0.01% 3315
2018
Q2 		$81K Hold
13,143
– – ﹤0.01% 2897
2018
Q1 		$81K Sell
13,143
-1,274
-9% -$7.54K ﹤0.01% 2897
2017
Q4 		$95K Sell
14,417
-2,331
-14% -$15.6K ﹤0.01% 2769
2017
Q3 		$110K Sell
16,748
-555
-3% -$3.84K ﹤0.01% 2541
2017
Q2 		$162K Sell
17,303
-3,871
-18% -$34.4K ﹤0.01% 2177
2017
Q1 		$176K Buy
21,174
+2,071
+11% +$20.9K ﹤0.01% 2007
2016
Q4 		$175K Buy
19,103
+1,713
+10% +$24.1K ﹤0.01% 1916
2016
Q3 		$433K Buy
17,390
+2,161
+14% +$54.3K 0.01% 1274
2016
Q2 		$371K Sell
15,229
-12,155
-44% -$295K 0.01% 1301
2016
Q1 		$683K Buy
27,384
+12,189
+80% +$322K 0.01% 869
2015
Q4 		$406K Sell
15,195
-9,051
-37% -$258K 0.01% 1137
2015
Q3 		$662K Buy
24,246
+19,386
+399% +$549K 0.01% 832
2015
Q2 		$147K Buy
4,860
+4
+0.1% +$119 ﹤0.01% 1825
2015
Q1 		$140K Buy
4,856
+555
+13% +$15.4K ﹤0.01% 1836
2014
Q4 		$111K Buy
4,301
+146
+4% +$3.78K ﹤0.01% 1827
2014
Q3 		$107K Buy
4,155
+2,255
+119% +$56.1K ﹤0.01% 1568
2014
Q2 		$46K Buy
1,900
+300
+19% +$7.31K ﹤0.01% 2110
2014
Q1 		$40K Hold
1,600
– – ﹤0.01% 2125
2013
Q4 		$41K Buy
1,600
+358
+29% +$8.99K ﹤0.01% 2058
2013
Q3 		$29K Buy
1,242
+750
+152% +$18.3K ﹤0.01% 2213
2013
Q2 		$12K Buy
+492
New +$12.7K ﹤0.01% 2650

Other funds holding STON

ACM
Axar Capital Management New York $304M AUM 38.78% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $666B AUM 30.12% 1-Year Est. Return
CGA
Crescent Grove Advisors Lake Forest, Illinois $1.04B AUM 17.78% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Ladenburg Thalmann Financial Services's STON Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its StoneMor Inc. (STON) stake by 2.3% in Q4 2019, buying an estimated $231 and bringing the position to 8,778 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #4424.

Ladenburg Thalmann Financial Services first reported a position in STON in Q2 2013 and has held it in 27 quarters since. The position peaked at $683K in Q1 2016. 34 funds tracked by Wall St. Rank hold STON as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 8,778 shares of StoneMor Inc. worth $12K as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 200 StoneMor Inc. shares in Q4 2019, an estimated $231.
  • StoneMor Inc. made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #4424 holding.
  • Ladenburg Thalmann Financial Services first reported a position in StoneMor Inc. in Q2 2013 and has held it in 27 quarters since.
  • Ladenburg Thalmann Financial Services's StoneMor Inc. position peaked at $683K in Q1 2016.
  • 34 funds tracked by Wall St. Rank held StoneMor Inc. as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.