Vanguard Group’s StoneMor Inc. STON Stock Holding History

Vanguard 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
2022 Q4	–	Sell	-1,285,221	Closed	-$4.41M	–	4604
2022 Q3	$4.41M	Sell	1,285,221 -2,995	-0.2%	-$10.3K	﹤0.01%	3393
2022 Q2	$4.41M	Buy	1,288,216 +816	+0.1%	+$2.32K	﹤0.01%	3437
2022 Q1	$3.36M	Buy	1,287,400 +518	+0%	+$1.33K	﹤0.01%	3719
2021 Q4	$2.94M	Buy	1,286,882 +333,683	+35%	+$838K	﹤0.01%	3882
2021 Q3	$2.35M	Sell	953,199 -1,440,668	-60%	-$3.7M	﹤0.01%	4013
2021 Q2	$6.27M	Buy	2,393,867 +302,792	+14%	+$689K	﹤0.01%	3472
2021 Q1	$3.95M	Buy	2,091,075 +50,164	+2%	+$131K	﹤0.01%	3650
2020 Q4	$5.37M	Sell	2,040,911 -20,750	-1%	-$27.3K	﹤0.01%	3333
2020 Q3	$1.99M	Buy	+2,061,661	New	+$1.66M	﹤0.01%	3488

Other funds holding STON

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

Vanguard Group's STON Position: Q4 2022 in Review

Vanguard Group sold out of StoneMor Inc. (STON) in Q4 2022, closing a stake of 1,285,221 shares — an estimated $4.41M sold.

Vanguard Group first reported a position in STON in Q3 2020 and held it in 9 quarters. The position peaked at $6.27M in Q2 2021. 3 funds tracked by Wall St. Rank hold STON as of Q4 2022.

Vanguard Group reported no remaining StoneMor Inc. position as of Q4 2022 after selling out during the quarter.
Vanguard Group sold 1,285,221 StoneMor Inc. shares in Q4 2022, an estimated $4.41M.
Vanguard Group first reported a position in StoneMor Inc. in Q3 2020 and held it in 9 quarters.
Vanguard Group's StoneMor Inc. position peaked at $6.27M in Q2 2021.
3 funds tracked by Wall St. Rank held StoneMor Inc. as of Q4 2022.

Based on Vanguard Group's 13F filing for Q4 2022, filed 10 Feb 2023.