RJT
STON

Raymond James Trust’s StoneMor Inc. STON Stock Holding History

Raymond James Trust’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
-10,080
Closed -$35K – 1176
2022
Q3 		$35K Hold
10,080
– – ﹤0.01% 1067
2022
Q2 		$34K Hold
10,080
– – ﹤0.01% 1079
2022
Q1 		$26K Hold
10,080
– – ﹤0.01% 1158
2021
Q4 		$23K Hold
10,080
– – ﹤0.01% 1184
2021
Q3 		$25K Hold
10,080
– – ﹤0.01% 1126
2021
Q2 		$26K Hold
10,080
– – ﹤0.01% 1124
2021
Q1 		$19K Hold
10,080
– – ﹤0.01% 1093
2020
Q4 		$27K Hold
10,080
– – ﹤0.01% 1038
2020
Q3 		$10K Buy
+10,080
New +$8.11K ﹤0.01% 978
2017
Q4 		– Sell
-11,800
Closed -$77K – 767
2017
Q3 		$77K Sell
11,800
-5,077
-30% -$35.1K 0.01% 723
2017
Q2 		$160K Hold
16,877
– – 0.01% 690
2017
Q1 		$134K Sell
16,877
-10,200
-38% -$103K 0.01% 676
2016
Q4 		$242K Buy
27,077
+5,640
+26% +$79.2K 0.02% 567
2016
Q3 		$537K Sell
21,437
-384
-2% -$9.65K 0.05% 320
2016
Q2 		$546K Buy
21,821
+5,821
+36% +$141K 0.05% 315
2016
Q1 		$390K Sell
16,000
-700
-4% -$18.5K 0.04% 383
2015
Q4 		$446K Buy
16,700
+1,000
+6% +$28.5K 0.04% 356
2015
Q3 		$428K Buy
15,700
+500
+3% +$14.2K 0.05% 338
2015
Q2 		$458K Sell
15,200
-2,100
-12% -$62.7K 0.05% 338
2015
Q1 		$498K Buy
17,300
+500
+3% +$13.9K 0.05% 322
2014
Q4 		$433K Buy
16,800
+1,000
+6% +$25.9K 0.05% 363
2014
Q3 		$407K Hold
15,800
– – 0.05% 355
2014
Q2 		$383K Buy
15,800
+5,929
+60% +$144K 0.04% 369
2014
Q1 		$248K Hold
9,871
– – 0.03% 458
2013
Q4 		$252K Buy
9,871
+280
+3% +$7.03K 0.03% 452
2013
Q3 		$227K Sell
9,591
-800
-8% -$19.6K 0.03% 458
2013
Q2 		$261K Buy
+10,391
New +$269K 0.04% 374

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

Raymond James Trust's STON Position: Q4 2022 in Review

Raymond James Trust sold out of StoneMor Inc. (STON) in Q4 2022, closing a stake of 10,080 shares — an estimated $35K sold.

Raymond James Trust first reported a position in STON in Q2 2013 and held it in 27 quarters. The position peaked at $546K in Q2 2016. 3 funds tracked by Wall St. Rank hold STON as of Q4 2022.

  • Raymond James Trust reported no remaining StoneMor Inc. position as of Q4 2022 after selling out during the quarter.
  • Raymond James Trust sold 10,080 StoneMor Inc. shares in Q4 2022, an estimated $35K.
  • Raymond James Trust first reported a position in StoneMor Inc. in Q2 2013 and held it in 27 quarters.
  • Raymond James Trust's StoneMor Inc. position peaked at $546K in Q2 2016.
  • 3 funds tracked by Wall St. Rank held StoneMor Inc. as of Q4 2022.

Based on Raymond James Trust's 13F filing for Q4 2022, filed 2 Feb 2023.