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Bailard’s Security National Financial SNFCA Stock Holding History

Bailard’s Portfolio SNFCA Stock Details SNFCA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-14,785
Closed -$100K – 806
2023
Q3 		$100K Buy
+14,785
New +$105K ﹤0.01% 681
2020
Q4 		– Sell
-25,194
Closed -$120K – 679
2020
Q3 		$120K Buy
+25,194
New +$118K 0.01% 526

Other funds holding SNFCA

SIA
Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
LI
LHM Inc Sandy, Utah $254M AUM 13.16% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Bailard's SNFCA Position: Q4 2023 in Review

Bailard sold out of Security National Financial (SNFCA) in Q4 2023, closing a stake of 14,785 shares — an estimated $100K sold.

Bailard first reported a position in SNFCA in Q3 2020 and held it in 2 quarters. The position peaked at $120K in Q3 2020. 55 funds tracked by Wall St. Rank hold SNFCA as of Q4 2023.

  • Bailard reported no remaining Security National Financial position as of Q4 2023 after selling out during the quarter.
  • Bailard sold 14,785 Security National Financial shares in Q4 2023, an estimated $100K.
  • Bailard first reported a position in Security National Financial in Q3 2020 and held it in 2 quarters.
  • Bailard's Security National Financial position peaked at $120K in Q3 2020.
  • 55 funds tracked by Wall St. Rank held Security National Financial as of Q4 2023.

Based on Bailard's 13F filing for Q4 2023, filed 2 Feb 2024.