Matrix Private Capital Group’s StoneMor Inc. STON Stock Holding History

Matrix Private Capital Group’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	-11,500	Closed	-$39K	–	208
2022 Q3	$39K	Hold	11,500	–	–	0.03%	166
2022 Q2	$39K	Hold	11,500	–	–	0.02%	210
2022 Q1	$30K	Hold	11,500	–	–	0.01%	231
2021 Q4	$26K	Hold	11,500	–	–	0.01%	243
2021 Q3	$28K	Hold	11,500	–	–	0.01%	219
2021 Q2	$30K	Hold	11,500	–	–	0.02%	220
2021 Q1	$22K	Hold	11,500	–	–	0.01%	220
2020 Q4	$30K	Hold	11,500	–	–	0.02%	203
2020 Q3	$11K	Hold	11,500	–	–	0.01%	160
2020 Q2	$9K	Hold	11,500	–	–	0.01%	159
2020 Q1	$12K	Hold	11,500	–	–	0.02%	145
2019 Q4	$17K	Buy	+11,500	New	+$13.3K	0.02%	179

Other funds holding STON

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 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

Matrix Private Capital Group's STON Position: Q4 2022 in Review

Matrix Private Capital Group sold out of StoneMor Inc. (STON) in Q4 2022, closing a stake of 11,500 shares — an estimated $39K sold.

Matrix Private Capital Group first reported a position in STON in Q4 2019 and held it in 12 quarters. The position peaked at $39K in Q3 2022. 3 funds tracked by Wall St. Rank hold STON as of Q4 2022.

Matrix Private Capital Group reported no remaining StoneMor Inc. position as of Q4 2022 after selling out during the quarter.
Matrix Private Capital Group sold 11,500 StoneMor Inc. shares in Q4 2022, an estimated $39K.
Matrix Private Capital Group first reported a position in StoneMor Inc. in Q4 2019 and held it in 12 quarters.
Matrix Private Capital Group's StoneMor Inc. position peaked at $39K in Q3 2022.
3 funds tracked by Wall St. Rank held StoneMor Inc. as of Q4 2022.

Based on Matrix Private Capital Group's 13F filing for Q4 2022, filed 14 Feb 2023.