Stonemor Inc.
STONDelisted Nov 4, 2022- Industry
- Services-Personal Services
- SEC CIK
- 0001753886
Stonemor Inc. was delisted on Nov 4, 2022; its insiders filed their last Form 4 on Nov 7, 2022; 75 institutions reported holding it in 13F filings for Q3 2022, worth $350.6M in total; no superinvestor held it.
Q1 2022 vs. Q4 2021
How the institutions holding Stonemor Inc. changed between Q4 2021 and Q1 2022.
All holders in Q1 2022All holders in Q4 2021
| Measure | Q4 2021 | Of which not filed for Q1 2022 | Q1 2022 | Change |
|---|---|---|---|---|
| Holders | 59 | 2 | 66 | +9 |
| Shares | 98.3M | 40.9K | 98.3M | +31.1K (0.0%) |
| Value | $224.2M | $100.0K | $256.5M | +$32.5M (+14.5%) |
2 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so the changes leave them out.
New holders (17)
Institutions that held Stonemor Inc. at the end of Q1 2022 but not at the end of Q4 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Mill Road Capital Management LLC | 1,028,592 | $2.69M | 1.01% |
| Counterpoint Mutual Funds LLC | 22,359 | $58.0K | 0.04% |
| Eudaimonia Partners, LLC | 16,248 | $42.0K | 0.01% |
| WealthPlan Investment Management, LLC | 15,732 | $37.0K | 0.00% |
| Verus Capital Partners, LLC | 10,000 | $24.0K | 0.00% |
| Barclays PLC | 6,083 | $15.0K | 0.00% |
| Amalgamated Bank | 3,874 | $10.0K | 0.00% |
| Amalgamated Financial Corp. | 3,874 | $10.0K | 0.00% |
| FMR LLC | 2,958 | $8.00K | 0.00% |
| Money Concepts Capital Corp | 2,000 | $5.00K | 0.00% |
| Geneos Wealth Management Inc. | 1,500 | $3.00K | 0.00% |
| Meeder Asset Management Inc | 607 | $2.00K | 0.00% |
| Prospera Financial Services Inc | 700 | $2.00K | 0.00% |
| Beacon Capital Management, LLC | 597 | $2.00K | 0.00% |
| HM Payson & Co | 568 | $1.00K | 0.00% |
| Optimum Investment Advisors | 200 | $1.00K | 0.00% |
| Nisa Investment Advisors, LLC | 100 | $0 | 0.00% |
Sold out (8)
Institutions that held Stonemor Inc. at the end of Q4 2021 and filed for Q1 2022 without it.
| Institution | Shares, Q4 2021 | Value, Q4 2021 |
|---|---|---|
| Bank of Montreal | 678,003 | $1.62M |
| Jacobs Levy Equity Management, Inc | 163,167 | $372.0K |
| Invesco Ltd. | 100,542 | $230.0K |
| Harrell Investment Partners, LLC | 25,000 | $57.0K |
| Citadel Advisors LLC | 23,287 | $53.0K |
| Simplex Trading, LLC | 1,754 | $3.00K |
| Spire Wealth Management | 1,420 | $3.00K |
| Castleview Partners, LLC | 18,059 | – |
Not filed for Q1 2022 yet (2)
Institutions that held Stonemor Inc. at the end of Q4 2021 and haven't filed a 13F for Q1 2022. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2021 | Value, Q4 2021 |
|---|---|---|
| Carroll Financial Associates, Inc. | 40,255 | $99.0K |
| Harbour Investments, Inc. | 603 | $1.00K |