Nuveen’s StoneMor Inc. STON Stock Holding History

Nuveen’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	-101,965	Closed	-$349K	–	3304
2022 Q3	$349K	Sell	101,965 -188	-0.2%	-$645	﹤0.01%	3026
2022 Q2	$232K	Sell	102,153 -22,239	-18%	-$63.2K	﹤0.01%	3136
2022 Q1	$349K	Sell	124,392 -199	-0.2%	-$512	﹤0.01%	3091
2021 Q4	$271K	Sell	124,591 -17,224	-12%	-$43.2K	﹤0.01%	3194
2021 Q3	$290K	Buy	141,815 +47,433	+50%	+$122K	﹤0.01%	3257
2021 Q2	$247K	Buy	+94,382	New	+$215K	﹤0.01%	3235

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

Nuveen's STON Position: Q4 2022 in Review

Nuveen sold out of StoneMor Inc. (STON) in Q4 2022, closing a stake of 101,965 shares — an estimated $349K sold.

Nuveen first reported a position in STON in Q2 2021 and held it in 6 quarters. The position peaked at $349K in Q3 2022. 3 funds tracked by Wall St. Rank hold STON as of Q4 2022.

Nuveen reported no remaining StoneMor Inc. position as of Q4 2022 after selling out during the quarter.
Nuveen sold 101,965 StoneMor Inc. shares in Q4 2022, an estimated $349K.
Nuveen first reported a position in StoneMor Inc. in Q2 2021 and held it in 6 quarters.
Nuveen's StoneMor Inc. position peaked at $349K in Q3 2022.
3 funds tracked by Wall St. Rank held StoneMor Inc. as of Q4 2022.

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