Tiller Private Wealth’s StoneMor Inc. STON Stock Holding History

Tiller Private Wealth’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
2021 Q1	–	Sell	-19,595	Closed	-$52K	–	36
2020 Q4	$52K	Hold	19,595	–	–	0.07%	29
2020 Q3	$19K	Hold	19,595	–	–	0.04%	27
2020 Q2	$15K	Hold	19,595	–	–	0.03%	29
2020 Q1	$20K	Hold	19,595	–	–	0.02%	35
2019 Q4	$28K	Sell	19,595 -2,400	-11%	-$2.78K	0.02%	41
2019 Q3	$24K	Buy	+21,995	New	+$33.6K	0.02%	37

Other funds holding STON

ACM

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Tiller Private Wealth's STON Position: Q1 2021 in Review

Tiller Private Wealth sold out of StoneMor Inc. (STON) in Q1 2021, closing a stake of 19,595 shares — an estimated $52K sold.

Tiller Private Wealth first reported a position in STON in Q3 2019 and held it in 6 quarters. The position peaked at $52K in Q4 2020. 55 funds tracked by Wall St. Rank hold STON as of Q1 2021.

Tiller Private Wealth reported no remaining StoneMor Inc. position as of Q1 2021 after selling out during the quarter.
Tiller Private Wealth sold 19,595 StoneMor Inc. shares in Q1 2021, an estimated $52K.
Tiller Private Wealth first reported a position in StoneMor Inc. in Q3 2019 and held it in 6 quarters.
Tiller Private Wealth's StoneMor Inc. position peaked at $52K in Q4 2020.
55 funds tracked by Wall St. Rank held StoneMor Inc. as of Q1 2021.

Based on Tiller Private Wealth's 13F filing for Q1 2021, filed 14 Apr 2021.