Stone Asset Management Inc. Portfolio Holdings

Stone Asset Management Inc.

  • $62.6 Million
  • Q1 2023

Stone Asset Management Inc. has filed its 13F form on April 17, 2023 for Q1 2023 where it was disclosed a total value porftolio of $62.6 Million distributed in 35 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Russell 2000 Gwt ETF with a value of $7.5M, Vanguard Ftse All World Ex Us with a value of $6.55M, Vanguard Mid Cap ETF with a value of $6.28M, Vanguard Mega Cap Growth ETF with a value of $5.5M, and Ishares Russell 1000 Gr ETF with a value of $4.75M.

Examining the 13F form we can see an decrease of $98.5M in the current position value, from $161M to 62.6M.

Below you can find more details about Stone Asset Management Inc. portfolio as well as his latest detailed transactions.

Portfolio value $62.6 Million
ETFs: $61.7 Million
Technology: $598,000
Consumer Cyclical: $307,000

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 35
  • Current Value $62.6 Million
  • Prior Value $161 Million
  • Filing
  • Period Q1 2023
  • Filing Date April 17, 2023
  • Form Type 13F-HR
  • Activity in Q1 2023
  • New Purchases 0 stocks
  • Additional Purchases 1 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 33 stocks
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