Morgan Stanley
STON

Morgan Stanley’s StoneMor Inc. STON Stock Holding History

Morgan Stanley’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
-1,891,069
Closed -$6.49M – 8128
2022
Q3 		$6.49M Buy
1,891,069
+344,166
+22% +$1.18M ﹤0.01% 3439
2022
Q2 		$5.29M Sell
1,546,903
-13,676
-0.9% -$38.9K ﹤0.01% 3704
2022
Q1 		$4.07M Buy
1,560,579
+9,794
+0.6% +$25.2K ﹤0.01% 3906
2021
Q4 		$3.54M Buy
1,550,785
+1,800
+0.1% +$4.52K ﹤0.01% 4088
2021
Q3 		$3.83M Buy
1,548,985
+3,946
+0.3% +$10.1K ﹤0.01% 3998
2021
Q2 		$4.05M Sell
1,545,039
-9,969
-0.6% -$22.7K ﹤0.01% 4002
2021
Q1 		$2.94M Buy
1,555,008
+1,842
+0.1% +$4.8K ﹤0.01% 3947
2020
Q4 		$4.08M Sell
1,553,166
-1,365,586
-47% -$1.8M ﹤0.01% 3480
2020
Q3 		$2.82M Sell
2,918,752
-508,730
-15% -$409K ﹤0.01% 3322
2020
Q2 		$2.66M Sell
3,427,482
-435,952
-11% -$301K ﹤0.01% 3319
2020
Q1 		$4.02M Sell
3,863,434
-183,955
-5% -$213K ﹤0.01% 2661
2019
Q4 		$5.87M Buy
4,047,389
+2,943
+0.1% +$3.4K ﹤0.01% 3022
2019
Q3 		$4.49M Sell
4,044,446
-7,599
-0.2% -$11.6K ﹤0.01% 2976
2019
Q2 		$8.91M Buy
4,052,045
+14,266
+0.4% +$42.3K ﹤0.01% 2283
2019
Q1 		$15.2M Buy
4,037,779
+112,390
+3% +$361K ﹤0.01% 1660
2018
Q4 		$8.24M Buy
3,925,389
+321,380
+9% +$1.3M ﹤0.01% 2334
2018
Q3 		$18.5M Buy
3,604,009
+188,965
+6% +$865K ﹤0.01% 1768
2018
Q2 		$20.6M Sell
3,415,044
-142,244
-4% -$861K 0.01% 1622
2018
Q1 		$22.1M Buy
3,557,288
+392,397
+12% +$2.32M 0.01% 1578
2017
Q4 		$20.8M Buy
3,164,891
+1,241,941
+65% +$8.33M 0.01% 1629
2017
Q3 		$12.5M Sell
1,922,950
-132,599
-6% -$917K ﹤0.01% 2053
2017
Q2 		$19.4M Sell
2,055,549
-131,040
-6% -$1.17M 0.01% 1555
2017
Q1 		$17.3M Buy
2,186,589
+496,361
+29% +$5.02M 0.01% 1680
2016
Q4 		$15.1M Buy
1,690,228
+1,168,442
+224% +$16.4M ﹤0.01% 1813
2016
Q3 		$13.1M Buy
521,786
+9,813
+2% +$247K ﹤0.01% 1786
2016
Q2 		$12.8M Buy
511,973
+21,993
+4% +$533K ﹤0.01% 1779
2016
Q1 		$12M Sell
489,980
-38,801
-7% -$1.02M ﹤0.01% 1716
2015
Q4 		$14.1M Sell
528,781
-217,616
-29% -$6.21M 0.01% 1690
2015
Q3 		$20.4M Buy
746,397
+353,539
+90% +$10M 0.01% 1353
2015
Q2 		$11.8M Buy
392,858
+7,964
+2% +$238K ﹤0.01% 1950
2015
Q1 		$11.1M Sell
384,894
-17,988
-4% -$500K ﹤0.01% 1960
2014
Q4 		$10.4M Buy
402,882
+21,443
+6% +$555K ﹤0.01% 2031
2014
Q3 		$9.84M Buy
381,439
+23,438
+7% +$583K ﹤0.01% 2030
2014
Q2 		$8.67M Buy
358,001
+12,223
+4% +$298K ﹤0.01% 2173
2014
Q1 		$8.7M Sell
345,778
-6,897
-2% -$175K ﹤0.01% 2065
2013
Q4 		$9M Buy
352,675
+17,942
+5% +$451K ﹤0.01% 2041
2013
Q3 		$7.92M Buy
334,733
+49,543
+17% +$1.21M ﹤0.01% 1979
2013
Q2 		$7.18M Buy
+285,190
New +$7.39M ﹤0.01% 1983

Other funds holding STON

IA
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

Morgan Stanley's STON Position: Q4 2022 in Review

Morgan Stanley sold out of StoneMor Inc. (STON) in Q4 2022, closing a stake of 1,891,069 shares — an estimated $6.49M sold.

Morgan Stanley first reported a position in STON in Q2 2013 and held it in 38 quarters. The position peaked at $22.1M in Q1 2018. 3 funds tracked by Wall St. Rank hold STON as of Q4 2022.

  • Morgan Stanley reported no remaining StoneMor Inc. position as of Q4 2022 after selling out during the quarter.
  • Morgan Stanley sold 1,891,069 StoneMor Inc. shares in Q4 2022, an estimated $6.49M.
  • Morgan Stanley first reported a position in StoneMor Inc. in Q2 2013 and held it in 38 quarters.
  • Morgan Stanley's StoneMor Inc. position peaked at $22.1M in Q1 2018.
  • 3 funds tracked by Wall St. Rank held StoneMor Inc. as of Q4 2022.

Based on Morgan Stanley's 13F filing for Q4 2022, filed 14 Feb 2023.