RhumbLine Advisers’s StoneMor Inc. STON Stock Holding History

RhumbLine Advisers’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	-47,146	Closed	-$162K	–	3068
2022 Q3	$162K	Buy	47,146 +2,330	+5%	+$8K	﹤0.01%	2937
2022 Q2	$153K	Buy	44,816 +20,772	+86%	+$59K	﹤0.01%	2991
2022 Q1	$63K	Sell	24,044 -3,365	-12%	-$8.66K	﹤0.01%	2956
2021 Q4	$62K	Buy	27,409 +4,349	+19%	+$10.9K	﹤0.01%	2970
2021 Q3	$57K	Buy	23,060 +2,840	+14%	+$7.29K	﹤0.01%	3022
2021 Q2	$53K	Buy	+20,220	New	+$46K	﹤0.01%	2974

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

RhumbLine Advisers's STON Position: Q4 2022 in Review

RhumbLine Advisers sold out of StoneMor Inc. (STON) in Q4 2022, closing a stake of 47,146 shares — an estimated $162K sold.

RhumbLine Advisers first reported a position in STON in Q2 2021 and held it in 6 quarters. The position peaked at $162K in Q3 2022. 3 funds tracked by Wall St. Rank hold STON as of Q4 2022.

RhumbLine Advisers reported no remaining StoneMor Inc. position as of Q4 2022 after selling out during the quarter.
RhumbLine Advisers sold 47,146 StoneMor Inc. shares in Q4 2022, an estimated $162K.
RhumbLine Advisers first reported a position in StoneMor Inc. in Q2 2021 and held it in 6 quarters.
RhumbLine Advisers's StoneMor Inc. position peaked at $162K in Q3 2022.
3 funds tracked by Wall St. Rank held StoneMor Inc. as of Q4 2022.

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