Denali Advisors’s Security National Financial SNFCA Stock Holding History

Denali Advisors’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
2022 Q4	–	Sell	-4,084	Closed	-$21K	–	449
2022 Q3	$21K	Hold	4,084	–	–	0.01%	284
2022 Q2	$28K	Hold	4,084	–	–	0.01%	271
2022 Q1	$32K	Hold	4,084	–	–	0.01%	290
2021 Q4	$29K	Buy	+4,084	New	+$28.1K	0.01%	300
2021 Q2	–	Sell	-1,367	Closed	-$10K	–	362
2021 Q1	$10K	Hold	1,367	–	–	﹤0.01%	311
2020 Q4	$9K	Buy	+1,367	New	+$7.7K	﹤0.01%	336

Other funds holding SNFCA

SIA

Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return

M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Verdad Advisers Boston, Massachusetts $88.8M AUM

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Denali Advisors's SNFCA Position: Q4 2022 in Review

Denali Advisors sold out of Security National Financial (SNFCA) in Q4 2022, closing a stake of 4,084 shares — an estimated $21K sold.

Denali Advisors first reported a position in SNFCA in Q4 2020 and held it in 6 quarters. The position peaked at $32K in Q1 2022. 28 funds tracked by Wall St. Rank hold SNFCA as of Q4 2022.

Denali Advisors reported no remaining Security National Financial position as of Q4 2022 after selling out during the quarter.
Denali Advisors sold 4,084 Security National Financial shares in Q4 2022, an estimated $21K.
Denali Advisors first reported a position in Security National Financial in Q4 2020 and held it in 6 quarters.
Denali Advisors's Security National Financial position peaked at $32K in Q1 2022.
28 funds tracked by Wall St. Rank held Security National Financial as of Q4 2022.

Based on Denali Advisors's 13F filing for Q4 2022, filed 9 Feb 2023.