LA
STON

Legacy Advisors’s StoneMor Inc. STON Stock Holding History

Legacy Advisors’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
-117,019
Closed -$401K – 254
2022
Q3 		$401K Sell
117,019
-5,800
-5% -$19.9K 0.09% 144
2022
Q2 		$420K Hold
122,819
– – 0.09% 134
2022
Q1 		$321K Buy
122,819
+111,619
+997% +$287K 0.06% 156
2021
Q4 		$26K Sell
11,200
-149,815
-93% -$376K 0.01% 133
2021
Q3 		$398K Hold
161,015
– – 0.16% 81
2021
Q2 		$422K Hold
161,015
– – 0.17% 77
2021
Q1 		$304K Hold
161,015
– – 0.13% 88
2020
Q4 		$423K Buy
161,015
+12,335
+8% +$16.3K 0.24% 67
2020
Q3 		$143K Hold
148,680
– – 0.09% 106
2020
Q2 		$116K Hold
148,680
– – 0.09% 100
2020
Q1 		$155K Buy
+148,680
New +$172K 0.16% 94
2019
Q4 		– Sell
-215,934
Closed -$240K – 139
2019
Q3 		$240K Buy
215,934
+54,632
+34% +$83.5K 0.18% 97
2019
Q2 		$355K Sell
161,302
-161,302
-50% -$478K 0.24% 77
2019
Q1 		$1.22M Buy
322,604
+186,756
+137% +$600K 0.39% 56
2018
Q4 		$285K Hold
135,848
– – 0.22% 92
2018
Q3 		$697K Hold
135,848
– – 0.34% 74
2018
Q2 		$819K Hold
135,848
– – 0.61% 37
2018
Q1 		$837K Buy
135,848
+129,848
+2,164% +$769K 0.62% 35
2017
Q4 		$39K Hold
6,000
– – 0.04% 143
2017
Q3 		$39K Hold
6,000
– – 0.04% 121
2017
Q2 		$56K Sell
6,000
-10,483
-64% -$93.3K 0.07% 97
2017
Q1 		$130K Buy
16,483
+6,000
+57% +$60.7K 0.18% 54
2016
Q4 		$93K Buy
+10,483
New +$147K 0.13% 71

Other funds holding STON

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Legacy Advisors's STON Position: Q4 2022 in Review

Legacy Advisors sold out of StoneMor Inc. (STON) in Q4 2022, closing a stake of 117,019 shares — an estimated $401K sold.

Legacy Advisors first reported a position in STON in Q4 2016 and held it in 23 quarters. The position peaked at $1.22M in Q1 2019. 3 funds tracked by Wall St. Rank hold STON as of Q4 2022.

  • Legacy Advisors reported no remaining StoneMor Inc. position as of Q4 2022 after selling out during the quarter.
  • Legacy Advisors sold 117,019 StoneMor Inc. shares in Q4 2022, an estimated $401K.
  • Legacy Advisors first reported a position in StoneMor Inc. in Q4 2016 and held it in 23 quarters.
  • Legacy Advisors's StoneMor Inc. position peaked at $1.22M in Q1 2019.
  • 3 funds tracked by Wall St. Rank held StoneMor Inc. as of Q4 2022.

Based on Legacy Advisors's 13F filing for Q4 2022, filed 1 Feb 2023.