UBS Group
STON

UBS Group’s StoneMor Inc. STON Stock Holding History

UBS Group’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
2015
Q1 		– Sell
-700
Closed -$18K – 9567
2014
Q4 		$18K Buy
+700
New +$18.1K ﹤0.01% 7816

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

UBS Group's STON Position: Q4 2022 in Review

UBS Group sold out of StoneMor Inc. (STON) in Q4 2022, closing a stake of 33,701 shares — an estimated $115K sold.

UBS Group first reported a position in STON in Q4 2014 and held it in 32 quarters. The position peaked at $4.93M in Q1 2015. 3 funds tracked by Wall St. Rank hold STON as of Q4 2022.

  • UBS Group reported no remaining StoneMor Inc. position as of Q4 2022 after selling out during the quarter.
  • UBS Group sold 33,701 StoneMor Inc. shares in Q4 2022, an estimated $115K.
  • UBS Group first reported a position in StoneMor Inc. in Q4 2014 and held it in 32 quarters.
  • UBS Group's StoneMor Inc. position peaked at $4.93M in Q1 2015.
  • 3 funds tracked by Wall St. Rank held StoneMor Inc. as of Q4 2022.

Based on UBS Group's 13F filing for Q4 2022, filed 8 Feb 2023.