Security National Trust’s Blackstone Mortgage Trust BXMT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$128K	Hold	4,000	–	–	0.03%	200
2021 Q2	$128K	Hold	4,000	–	–	0.03%	209
2021 Q1	$124K	Hold	4,000	–	–	0.03%	209
2020 Q4	$110K	Hold	4,000	–	–	0.03%	214
2020 Q3	$88K	Hold	4,000	–	–	0.02%	220
2020 Q2	$96K	Sell	4,000 -3,300	-45%	-$75.8K	0.03%	212
2020 Q1	$136K	Hold	7,300	–	–	0.05%	169
2019 Q4	$272K	Hold	7,300	–	–	0.08%	131
2019 Q3	$262K	Hold	7,300	–	–	0.08%	134
2019 Q2	$260K	Hold	7,300	–	–	0.08%	135
2019 Q1	$252K	Hold	7,300	–	–	0.08%	135
2018 Q4	$233K	Hold	7,300	–	–	0.09%	132
2018 Q3	$245K	Hold	7,300	–	–	0.08%	145
2018 Q2	$229K	Hold	7,300	–	–	0.08%	148
2018 Q1	$229K	Hold	7,300	–	–	0.08%	149
2017 Q4	$235K	Hold	7,300	–	–	0.08%	153
2017 Q3	$226K	Hold	7,300	–	–	0.07%	159
2017 Q2	$231K	Buy	7,300 +3,000	+70%	+$93.4K	0.08%	160
2017 Q1	$133K	Buy	4,300 +2,300	+115%	+$70.9K	0.04%	204
2016 Q4	$60K	Buy	+2,000	New	+$59.5K	0.02%	255

Other funds holding BXMT

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

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

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

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

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

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

Security National Trust held its Blackstone Mortgage Trust (BXMT) position steady in Q3 2021 at 4,000 shares worth $128K. The position accounts for 0.03% of the portfolio, ranked #200.

Security National Trust first reported a position in BXMT in Q4 2016 and has held it in 20 quarters since. The position peaked at $272K in Q4 2019. 333 funds tracked by Wall St. Rank hold BXMT as of Q3 2021.

Security National Trust held 4,000 shares of Blackstone Mortgage Trust worth $128K as of Q3 2021.
Security National Trust left its Blackstone Mortgage Trust share count unchanged in Q3 2021.
Blackstone Mortgage Trust made up 0.03% of Security National Trust's portfolio in Q3 2021, its #200 holding.
Security National Trust first reported a position in Blackstone Mortgage Trust in Q4 2016 and has held it in 20 quarters since.
Security National Trust's Blackstone Mortgage Trust position peaked at $272K in Q4 2019.
333 funds tracked by Wall St. Rank held Blackstone Mortgage Trust as of Q3 2021.

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