Security National Trust’s Advance Auto Parts AAP Stock Holding History

Security National Trust’s Portfolio AAP Stock Details AAP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-55	Closed	-$8K	–	407
2020 Q2	$8K	Hold	55	–	–	﹤0.01%	359
2020 Q1	$5K	Hold	55	–	–	﹤0.01%	399
2019 Q4	$9K	Buy	+55	New	+$8.81K	﹤0.01%	375
2017 Q1	–	Sell	-75	Closed	-$13K	–	421
2016 Q4	$13K	Hold	75	–	–	﹤0.01%	348
2016 Q3	$11K	Hold	75	–	–	﹤0.01%	367
2016 Q2	$12K	Hold	75	–	–	﹤0.01%	355
2016 Q1	$12K	Hold	75	–	–	﹤0.01%	360
2015 Q4	$11K	Hold	75	–	–	﹤0.01%	362
2015 Q3	$14K	Hold	75	–	–	0.01%	350
2015 Q2	$12K	Hold	75	–	–	﹤0.01%	379
2015 Q1	$11K	Hold	75	–	–	﹤0.01%	392
2014 Q4	$12K	Buy	75 +30	+67%	+$4.41K	﹤0.01%	394
2014 Q3	$6K	Hold	45	–	–	﹤0.01%	450
2014 Q2	$6K	Hold	45	–	–	﹤0.01%	450
2014 Q1	$6K	Hold	45	–	–	﹤0.01%	443
2013 Q4	$5K	Sell	45 -45	-50%	-$4.47K	﹤0.01%	457
2013 Q3	$7K	Hold	90	–	–	﹤0.01%	417
2013 Q2	$7K	Buy	+90	New	+$7.45K	﹤0.01%	402

Other funds holding AAP

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

MCM

Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Security National Trust's AAP Position: Q3 2020 in Review

Security National Trust sold out of Advance Auto Parts (AAP) in Q3 2020, closing a stake of 55 shares — an estimated $8K sold.

Security National Trust first reported a position in AAP in Q2 2013 and held it in 18 quarters. The position peaked at $14K in Q3 2015. 493 funds tracked by Wall St. Rank hold AAP as of Q3 2020.

Security National Trust reported no remaining Advance Auto Parts position as of Q3 2020 after selling out during the quarter.
Security National Trust sold 55 Advance Auto Parts shares in Q3 2020, an estimated $8K.
Security National Trust first reported a position in Advance Auto Parts in Q2 2013 and held it in 18 quarters.
Security National Trust's Advance Auto Parts position peaked at $14K in Q3 2015.
493 funds tracked by Wall St. Rank held Advance Auto Parts as of Q3 2020.

Based on Security National Trust's 13F filing for Q3 2020, filed 10 Nov 2020.