Jacobs Levy Equity Management
SNFCA icon

Jacobs Levy Equity Management’s Security National Financial SNFCA Stock Holding History

Jacobs Levy Equity Management’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
2021
Q4 		– Sell
-46,777
Closed -$302K – 1063
2021
Q3 		$302K Hold
46,777
– – ﹤0.01% 937
2021
Q2 		$305K Hold
46,777
– – ﹤0.01% 932
2021
Q1 		$326K Buy
46,777
+25,035
+115% +$175K ﹤0.01% 922
2020
Q4 		$135K Buy
+21,742
New +$122K ﹤0.01% 982

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
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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return
VA
Verdad Advisers Boston, Massachusetts $88.8M AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jacobs Levy Equity Management's SNFCA Position: Q4 2021 in Review

Jacobs Levy Equity Management sold out of Security National Financial (SNFCA) in Q4 2021, closing a stake of 46,777 shares — an estimated $302K sold.

Jacobs Levy Equity Management first reported a position in SNFCA in Q4 2020 and held it in 4 quarters. The position peaked at $326K in Q1 2021. 28 funds tracked by Wall St. Rank hold SNFCA as of Q4 2021.

  • Jacobs Levy Equity Management reported no remaining Security National Financial position as of Q4 2021 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 46,777 Security National Financial shares in Q4 2021, an estimated $302K.
  • Jacobs Levy Equity Management first reported a position in Security National Financial in Q4 2020 and held it in 4 quarters.
  • Jacobs Levy Equity Management's Security National Financial position peaked at $326K in Q1 2021.
  • 28 funds tracked by Wall St. Rank held Security National Financial as of Q4 2021.

Based on Jacobs Levy Equity Management's 13F filing for Q4 2021, filed 14 Feb 2022.