TL
STON

TrueWealth LLC’s StoneMor Inc. STON Stock Holding History

TrueWealth LLC’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
2020
Q2 		$0 Hold
100
– – ﹤0.01% 788
2020
Q1 		$0 Hold
100
– – ﹤0.01% 809
2019
Q4 		$0 Hold
100
– – ﹤0.01% 766
2019
Q3 		$0 Buy
+100
New +$153 ﹤0.01% 747
2018
Q3 		– Hold
0
– – – 808
2018
Q2 		– Hold
0
– – – 819
2018
Q1 		– Hold
0
– – – 792
2017
Q4 		– Hold
0
– – – 902

Other funds holding STON

ACM
Axar Capital Management New York $304M AUM 38.78% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WPEP
Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return

TrueWealth LLC's STON Position: Q2 2020 in Review

TrueWealth LLC held its StoneMor Inc. (STON) position steady in Q2 2020 at 100 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #788.

TrueWealth LLC first reported a position in STON in Q3 2019 and has held it in 4 quarters since. 40 funds tracked by Wall St. Rank hold STON as of Q2 2020.

  • TrueWealth LLC held 100 shares of StoneMor Inc. worth $0 as of Q2 2020.
  • TrueWealth LLC left its StoneMor Inc. share count unchanged in Q2 2020.
  • StoneMor Inc. made up ﹤0.01% of TrueWealth LLC's portfolio in Q2 2020, its #788 holding.
  • TrueWealth LLC first reported a position in StoneMor Inc. in Q3 2019 and has held it in 4 quarters since.
  • 40 funds tracked by Wall St. Rank held StoneMor Inc. as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.