Security National Trust’s Amedisys AMED Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$245K	Hold	1,000	–	–	0.06%	150
2021 Q2	$245K	Hold	1,000	–	–	0.05%	155
2021 Q1	$265K	Hold	1,000	–	–	0.06%	144
2020 Q4	$293K	Hold	1,000	–	–	0.07%	135
2020 Q3	$236K	Hold	1,000	–	–	0.07%	144
2020 Q2	$199K	Hold	1,000	–	–	0.06%	151
2020 Q1	$184K	Hold	1,000	–	–	0.07%	143
2019 Q4	$167K	Hold	1,000	–	–	0.05%	173
2019 Q3	$131K	Hold	1,000	–	–	0.04%	183
2019 Q2	$121K	Hold	1,000	–	–	0.04%	189
2019 Q1	$123K	Hold	1,000	–	–	0.04%	187
2018 Q4	$117K	Hold	1,000	–	–	0.04%	182
2018 Q3	$125K	Hold	1,000	–	–	0.04%	193
2018 Q2	$85K	Hold	1,000	–	–	0.03%	229
2018 Q1	$60K	Hold	1,000	–	–	0.02%	248
2017 Q4	$53K	Hold	1,000	–	–	0.02%	259
2017 Q3	$56K	Hold	1,000	–	–	0.02%	255
2017 Q2	$63K	Hold	1,000	–	–	0.02%	258
2017 Q1	$51K	Hold	1,000	–	–	0.02%	273
2016 Q4	$43K	Hold	1,000	–	–	0.02%	288
2016 Q3	$47K	Hold	1,000	–	–	0.02%	281
2016 Q2	$50K	Buy	+1,000	New	+$50.5K	0.02%	273

Other funds holding AMED

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Security National Trust's AMED Position: Q3 2021 in Review

Security National Trust held its Amedisys (AMED) position steady in Q3 2021 at 1,000 shares worth $245K. The position accounts for 0.06% of the portfolio, ranked #150.

Security National Trust first reported a position in AMED in Q2 2016 and has held it in 22 quarters since. The position peaked at $293K in Q4 2020. 352 funds tracked by Wall St. Rank hold AMED as of Q3 2021.

Security National Trust held 1,000 shares of Amedisys worth $245K as of Q3 2021.
Security National Trust left its Amedisys share count unchanged in Q3 2021.
Amedisys made up 0.06% of Security National Trust's portfolio in Q3 2021, its #150 holding.
Security National Trust first reported a position in Amedisys in Q2 2016 and has held it in 22 quarters since.
Security National Trust's Amedisys position peaked at $293K in Q4 2020.
352 funds tracked by Wall St. Rank held Amedisys as of Q3 2021.

Based on Security National Trust's 13F filing for Q3 2021, filed 4 Oct 2021.