US Bancorp
STON

US Bancorp’s StoneMor Inc. STON Stock Holding History

US Bancorp’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
2017
Q4 		– Sell
-220
Closed -$1K – 3702
2017
Q3 		$1K Hold
220
– – ﹤0.01% 3531
2017
Q2 		$2K Sell
220
-813
-79% -$7.23K ﹤0.01% 3423
2017
Q1 		$9K Hold
1,033
– – ﹤0.01% 3074
2016
Q4 		$10K Sell
1,033
-750
-42% -$10.5K ﹤0.01% 3034
2016
Q3 		$45K Hold
1,783
– – ﹤0.01% 2498
2016
Q2 		$45K Buy
1,783
+200
+13% +$4.85K ﹤0.01% 2462
2016
Q1 		$39K Buy
1,583
+522
+49% +$13.8K ﹤0.01% 2505
2015
Q4 		$29K Sell
1,061
-8,064
-88% -$230K ﹤0.01% 2677
2015
Q3 		$249K Buy
9,125
+8,500
+1,360% +$241K ﹤0.01% 1623
2015
Q2 		$19K Hold
625
– – ﹤0.01% 2963
2015
Q1 		$18K Hold
625
– – ﹤0.01% 2981
2014
Q4 		$16K Hold
625
– – ﹤0.01% 2970
2014
Q3 		$16K Hold
625
– – ﹤0.01% 2928
2014
Q2 		$15K Hold
625
– – ﹤0.01% 2958
2014
Q1 		$16K Hold
625
– – ﹤0.01% 2923
2013
Q4 		$16K Sell
625
-205
-25% -$5.15K ﹤0.01% 2856
2013
Q3 		$20K Sell
830
-370
-31% -$9.04K ﹤0.01% 2674
2013
Q2 		$30K Buy
+1,200
New +$31.1K ﹤0.01% 2506

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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WPEP
Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

US Bancorp's STON Position: Q4 2017 in Review

US Bancorp sold out of StoneMor Inc. (STON) in Q4 2017, closing a stake of 220 shares — an estimated $1K sold.

US Bancorp first reported a position in STON in Q2 2013 and held it in 18 quarters. The position peaked at $249K in Q3 2015. 56 funds tracked by Wall St. Rank hold STON as of Q4 2017.

  • US Bancorp reported no remaining StoneMor Inc. position as of Q4 2017 after selling out during the quarter.
  • US Bancorp sold 220 StoneMor Inc. shares in Q4 2017, an estimated $1K.
  • US Bancorp first reported a position in StoneMor Inc. in Q2 2013 and held it in 18 quarters.
  • US Bancorp's StoneMor Inc. position peaked at $249K in Q3 2015.
  • 56 funds tracked by Wall St. Rank held StoneMor Inc. as of Q4 2017.

Based on US Bancorp's 13F filing for Q4 2017, filed 2 Feb 2018.