Verus Capital Partners’s StoneMor Inc. STON Stock Holding History

Verus Capital Partners’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	-10,000	Closed	-$34K	–	299
2022 Q3	$34K	Buy	+10,000	New	+$34.3K	0.01%	273
2022 Q2	–	Sell	-10,000	Closed	-$24K	–	343
2022 Q1	$24K	Buy	+10,000	New	+$25.8K	﹤0.01%	329
2020 Q1	$10K	Buy	+10,000	New	+$11.6K	﹤0.01%	1008

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

Verus Capital Partners's STON Position: Q4 2022 in Review

Verus Capital Partners sold out of StoneMor Inc. (STON) in Q4 2022, closing a stake of 10,000 shares — an estimated $34K sold.

Verus Capital Partners first reported a position in STON in Q1 2020 and held it in 3 quarters. The position peaked at $34K in Q3 2022. 3 funds tracked by Wall St. Rank hold STON as of Q4 2022.

Verus Capital Partners reported no remaining StoneMor Inc. position as of Q4 2022 after selling out during the quarter.
Verus Capital Partners sold 10,000 StoneMor Inc. shares in Q4 2022, an estimated $34K.
Verus Capital Partners first reported a position in StoneMor Inc. in Q1 2020 and held it in 3 quarters.
Verus Capital Partners's StoneMor Inc. position peaked at $34K in Q3 2022.
3 funds tracked by Wall St. Rank held StoneMor Inc. as of Q4 2022.

Based on Verus Capital Partners's 13F filing for Q4 2022, filed 14 Feb 2023.