Linscomb Wealth’s StoneMor Inc. STON Stock Holding History

Linscomb Wealth’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 Q3	–	Sell	-40,315	Closed	-$138K	–	298
2022 Q2	$138K	Buy	+40,315	New	+$115K	0.01%	284

Other funds holding STON

ACM

Axar Capital Management New York $304M AUM 38.78% 1-Year Est. Return

MRCM

Mill Road Capital Management Greenwich, Connecticut $191M AUM 56.95% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

GLAM

Gardner Lewis Asset Management Chadds Ford, Pennsylvania $462M AUM 65.29% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Arena Investors Purchase, New York $12.5M AUM 0.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Linscomb Wealth's STON Position: Q3 2022 in Review

Linscomb Wealth sold out of StoneMor Inc. (STON) in Q3 2022, closing a stake of 40,315 shares — an estimated $138K sold.

Linscomb Wealth first reported a position in STON in Q2 2022 and held it in 1 quarter. The position peaked at $138K in Q2 2022. 76 funds tracked by Wall St. Rank hold STON as of Q3 2022.

Linscomb Wealth reported no remaining StoneMor Inc. position as of Q3 2022 after selling out during the quarter.
Linscomb Wealth sold 40,315 StoneMor Inc. shares in Q3 2022, an estimated $138K.
Linscomb Wealth first reported a position in StoneMor Inc. in Q2 2022 and held it in 1 quarter.
Linscomb Wealth's StoneMor Inc. position peaked at $138K in Q2 2022.
76 funds tracked by Wall St. Rank held StoneMor Inc. as of Q3 2022.

Based on Linscomb Wealth's 13F filing for Q3 2022, filed 9 Nov 2022.