SNB
IAA

Security National Bank’s IAA, Inc. Common Stock IAA Stock Holding History

Security National Bank’s Portfolio IAA Stock Details IAA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-41,718
Closed -$2.71M – 100
2020
Q4 		$2.71M Buy
41,718
+340
+0.8% +$20.4K 0.86% 42
2020
Q3 		$2.15M Buy
41,378
+4,988
+14% +$232K 0.75% 43
2020
Q2 		$1.4M Buy
36,390
+3,203
+10% +$119K 0.58% 46
2020
Q1 		$994K Buy
33,187
+1,653
+5% +$71.4K 0.52% 45
2019
Q4 		$1.48M Buy
31,534
+1,072
+4% +$45.1K 0.66% 46
2019
Q3 		$1.27M Buy
30,462
+10,707
+54% +$482K 0.6% 46
2019
Q2 		$766K Buy
+19,755
New +$766K 0.38% 49

Other funds holding IAA

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
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
MCM
Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Security National Bank's IAA Position: Q1 2021 in Review

Security National Bank sold out of IAA, Inc. Common Stock (IAA) in Q1 2021, closing a stake of 41,718 shares — an estimated $2.71M sold.

Security National Bank first reported a position in IAA in Q2 2019 and held it in 7 quarters. The position peaked at $2.71M in Q4 2020. 367 funds tracked by Wall St. Rank hold IAA as of Q1 2021.

  • Security National Bank reported no remaining IAA, Inc. Common Stock position as of Q1 2021 after selling out during the quarter.
  • Security National Bank sold 41,718 IAA, Inc. Common Stock shares in Q1 2021, an estimated $2.71M.
  • Security National Bank first reported a position in IAA, Inc. Common Stock in Q2 2019 and held it in 7 quarters.
  • Security National Bank's IAA, Inc. Common Stock position peaked at $2.71M in Q4 2020.
  • 367 funds tracked by Wall St. Rank held IAA, Inc. Common Stock as of Q1 2021.

Based on Security National Bank's 13F filing for Q1 2021, filed 5 Apr 2021.