Security National Trust’s Best Buy BBY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$4K	Hold	32	–	–	﹤0.01%	370
2021 Q2	$4K	Buy	+32	New	+$3.73K	﹤0.01%	382
2016 Q4	–	Sell	-100	Closed	-$4K	–	425
2016 Q3	$4K	Hold	100	–	–	﹤0.01%	426
2016 Q2	$3K	Sell	100 -44	-31%	-$1.38K	﹤0.01%	429
2016 Q1	$4K	Hold	144	–	–	﹤0.01%	421
2015 Q4	$4K	Buy	144 +44	+44%	+$1.46K	﹤0.01%	420
2015 Q3	$4K	Hold	100	–	–	﹤0.01%	428
2015 Q2	$3K	Hold	100	–	–	﹤0.01%	453
2015 Q1	$4K	Hold	100	–	–	﹤0.01%	445
2014 Q4	$4K	Hold	100	–	–	﹤0.01%	464
2014 Q3	$3K	Hold	100	–	–	﹤0.01%	489
2014 Q2	$3K	Hold	100	–	–	﹤0.01%	492
2014 Q1	$3K	Sell	100 -375	-79%	-$10.3K	﹤0.01%	488
2013 Q4	$19K	Hold	475	–	–	0.01%	355
2013 Q3	$18K	Hold	475	–	–	0.01%	341
2013 Q2	$13K	Buy	+475	New	+$12.2K	0.01%	351

Other funds holding BBY

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

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

Security National Trust held its Best Buy (BBY) position steady in Q3 2021 at 32 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #370.

Security National Trust first reported a position in BBY in Q2 2013 and has held it in 16 quarters since. The position peaked at $19K in Q4 2013. 790 funds tracked by Wall St. Rank hold BBY as of Q3 2021.

Security National Trust held 32 shares of Best Buy worth $4K as of Q3 2021.
Security National Trust left its Best Buy share count unchanged in Q3 2021.
Best Buy made up ﹤0.01% of Security National Trust's portfolio in Q3 2021, its #370 holding.
Security National Trust first reported a position in Best Buy in Q2 2013 and has held it in 16 quarters since.
Security National Trust's Best Buy position peaked at $19K in Q4 2013.
790 funds tracked by Wall St. Rank held Best Buy as of Q3 2021.

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