Security National Trust’s Blackrock BLK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q3
$4.75M Hold
5,428
1.1% 31
2021
Q2
$4.75M Sell
5,428
-195
-3% -$165K 1.06% 32
2021
Q1
$4.24M Sell
5,623
-85
-1% -$61.7K 1% 32
2020
Q4
$4.12M Buy
5,708
+50
+0.9% +$33.2K 1.02% 30
2020
Q3
$3.19M Buy
5,658
+130
+2% +$74.2K 0.9% 35
2020
Q2
$3.01M Buy
5,528
+10
+0.2% +$5.05K 0.9% 34
2020
Q1
$2.43M Buy
5,518
+10
+0.2% +$4.93K 0.88% 37
2019
Q4
$2.77M Sell
5,508
-57
-1% -$27K 0.81% 42
2019
Q3
$2.48M Sell
5,565
-50
-0.9% -$22.3K 0.78% 42
2019
Q2
$2.63M Buy
5,615
+30
+0.5% +$13.6K 0.83% 41
2019
Q1
$2.39M Buy
5,585
+432
+8% +$181K 0.77% 44
2018
Q4
$2.02M Sell
5,153
-173
-3% -$70.9K 0.75% 45
2018
Q3
$2.51M Buy
5,326
+70
+1% +$34K 0.79% 44
2018
Q2
$2.62M Sell
5,256
-5
-0.1% -$2.64K 0.87% 40
2018
Q1
$2.85M Sell
5,261
-120
-2% -$65.9K 0.95% 35
2017
Q4
$2.76M Sell
5,381
-66
-1% -$32.1K 0.89% 37
2017
Q3
$2.44M Buy
5,447
+322
+6% +$137K 0.8% 41
2017
Q2
$2.16M Sell
5,125
-32
-0.6% -$12.8K 0.73% 46
2017
Q1
$1.98M Buy
5,157
+196
+4% +$75K 0.67% 50
2016
Q4
$1.89M Buy
4,961
+54
+1% +$19.8K 0.68% 46
2016
Q3
$1.78M Sell
4,907
-15
-0.3% -$5.46K 0.65% 50
2016
Q2
$1.69M Sell
4,922
-15
-0.3% -$5.27K 0.62% 52
2016
Q1
$1.68M Buy
4,937
+165
+3% +$52.3K 0.63% 48
2015
Q4
$1.63M Buy
4,772
+222
+5% +$75.5K 0.64% 47
2015
Q3
$1.35M Sell
4,550
-55
-1% -$17.7K 0.53% 56
2015
Q2
$1.59M Buy
4,605
+150
+3% +$54.7K 0.57% 50
2015
Q1
$1.63M Buy
4,455
+240
+6% +$87K 0.58% 51
2014
Q4
$1.51M Buy
4,215
+565
+15% +$193K 0.55% 53
2014
Q3
$1.2M Buy
3,650
+400
+12% +$129K 0.49% 59
2014
Q2
$1.04M Buy
3,250
+205
+7% +$62.8K 0.41% 66
2014
Q1
$958K Buy
3,045
+495
+19% +$151K 0.39% 68
2013
Q4
$807K Buy
2,550
+135
+6% +$40.3K 0.33% 75
2013
Q3
$653K Buy
2,415
+1,065
+79% +$289K 0.29% 79
2013
Q2
$347K Buy
+1,350
New +$362K 0.17% 114

Other funds holding BLK

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

Security National Trust held its Blackrock (BLK) position steady in Q3 2021 at 5,428 shares worth $4.75M. The position accounts for 1.1% of the portfolio, ranked #31.

Security National Trust first reported a position in BLK in Q2 2013 and has held it in 34 quarters since. 1,728 funds tracked by Wall St. Rank hold BLK as of Q3 2021.

  • Security National Trust held 5,428 shares of Blackrock worth $4.75M as of Q3 2021.
  • Security National Trust left its Blackrock share count unchanged in Q3 2021.
  • Blackrock made up 1.1% of Security National Trust's portfolio in Q3 2021, its #31 holding.
  • Security National Trust first reported a position in Blackrock in Q2 2013 and has held it in 34 quarters since.
  • 1,728 funds tracked by Wall St. Rank held Blackrock as of Q3 2021.

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