Security National Bank’s DuPont de Nemours DD Stock Holding History

Security National Bank’s Portfolio DD Stock Details DD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-23,357	Closed	-$1.88M	–	70
2019 Q4	$1.88M	Sell	23,357 -10,434	-31%	-$866K	0.84%	43
2019 Q3	$3.02M	Buy	33,791 +2,555	+8%	+$225K	1.43%	29
2019 Q2	$2.94M	Buy	31,236 +9,219	+42%	+$1.1M	1.45%	29
2019 Q1	$2.97M	Buy	22,017 +2,211	+11%	+$307K	1.54%	27
2018 Q4	$2.68M	Buy	19,806 +953	+5%	+$137K	1.67%	26
2018 Q3	$3.07M	Buy	18,853 +542	+3%	+$93.2K	1.7%	25
2018 Q2	$3.06M	Buy	18,311 +724	+4%	+$121K	1.94%	23
2018 Q1	$2.84M	Sell	17,587 -367	-2%	-$66.4K	1.9%	25
2017 Q4	$3.24M	Sell	17,954 -124	-0.7%	-$22.3K	2.1%	18
2017 Q3	$3.17M	Buy	18,078 +188	+1%	+$31.4K	2.17%	14
2017 Q2	$2.86M	Buy	17,890 +495	+3%	+$78.6K	2.08%	13
2017 Q1	$2.8M	Buy	+17,395	New	+$2.7M	2.1%	13

Other funds holding DD

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Standard Investments New York $1.83B AUM 4.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Security National Bank's DD Position: Q1 2020 in Review

Security National Bank sold out of DuPont de Nemours (DD) in Q1 2020, closing a stake of 23,357 shares — an estimated $1.88M sold.

Security National Bank first reported a position in DD in Q1 2017 and held it in 12 quarters. The position peaked at $3.24M in Q4 2017. 1,084 funds tracked by Wall St. Rank hold DD as of Q1 2020.

Security National Bank reported no remaining DuPont de Nemours position as of Q1 2020 after selling out during the quarter.
Security National Bank sold 23,357 DuPont de Nemours shares in Q1 2020, an estimated $1.88M.
Security National Bank first reported a position in DuPont de Nemours in Q1 2017 and held it in 12 quarters.
Security National Bank's DuPont de Nemours position peaked at $3.24M in Q4 2017.
1,084 funds tracked by Wall St. Rank held DuPont de Nemours as of Q1 2020.

Based on Security National Bank's 13F filing for Q1 2020, filed 21 Apr 2020.