Pathstone Family Office’s StoneMor Inc. STON Stock Holding History

Pathstone Family Office’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	-56,000	Closed	-$192K	–	1628
2022 Q3	$192K	Buy	+56,000	New	+$192K	﹤0.01%	1358

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

Pathstone Family Office's STON Position: Q4 2022 in Review

Pathstone Family Office sold out of StoneMor Inc. (STON) in Q4 2022, closing a stake of 56,000 shares — an estimated $192K sold.

Pathstone Family Office first reported a position in STON in Q3 2022 and held it in 1 quarter. The position peaked at $192K in Q3 2022. 3 funds tracked by Wall St. Rank hold STON as of Q4 2022.

Pathstone Family Office reported no remaining StoneMor Inc. position as of Q4 2022 after selling out during the quarter.
Pathstone Family Office sold 56,000 StoneMor Inc. shares in Q4 2022, an estimated $192K.
Pathstone Family Office first reported a position in StoneMor Inc. in Q3 2022 and held it in 1 quarter.
Pathstone Family Office's StoneMor Inc. position peaked at $192K in Q3 2022.
3 funds tracked by Wall St. Rank held StoneMor Inc. as of Q4 2022.

Based on Pathstone Family Office's 13F filing for Q4 2022, filed 13 Feb 2023.