SEI Investments’s StoneMor Inc. STON Stock Holding History

SEI Investments’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
2018 Q2	–	Sell	-1,525	Closed	-$9K	–	3861
2018 Q1	$9K	Sell	1,525 -1,336	-47%	-$7.91K	﹤0.01%	2920
2017 Q4	$19K	Buy	2,861 +2,859	+142,950%	+$19.2K	﹤0.01%	2621
2017 Q3	$0	Sell	2 -1	-33%	-$7	﹤0.01%	3458
2017 Q2	$0	Sell	3 -1,000	-100%	-$8.9K	﹤0.01%	3348
2017 Q1	$8K	Hold	1,003	–	–	﹤0.01%	2504
2016 Q4	$9K	Buy	1,003 +3	+0.3%	+$42	﹤0.01%	2499
2016 Q3	$25K	Buy	+1,000	New	+$25.1K	﹤0.01%	2227

Other funds holding STON

ACM

Axar Capital Management New York $304M AUM 38.78% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

WPEP

Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return

WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return

Legacy Advisors Plymouth Meeting, Pennsylvania $848M AUM 21.32% 1-Year Est. Return

SEI Investments's STON Position: Q2 2018 in Review

SEI Investments sold out of StoneMor Inc. (STON) in Q2 2018, closing a stake of 1,525 shares — an estimated $9K sold.

SEI Investments first reported a position in STON in Q3 2016 and held it in 7 quarters. The position peaked at $25K in Q3 2016. 47 funds tracked by Wall St. Rank hold STON as of Q2 2018.

SEI Investments reported no remaining StoneMor Inc. position as of Q2 2018 after selling out during the quarter.
SEI Investments sold 1,525 StoneMor Inc. shares in Q2 2018, an estimated $9K.
SEI Investments first reported a position in StoneMor Inc. in Q3 2016 and held it in 7 quarters.
SEI Investments's StoneMor Inc. position peaked at $25K in Q3 2016.
47 funds tracked by Wall St. Rank held StoneMor Inc. as of Q2 2018.

Based on SEI Investments's 13F filing for Q2 2018, filed 3 Aug 2018.