Security National Trust’s Cerner Corp CERN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-460	Closed	-$32K	–	430
2020 Q2	$32K	Hold	460	–	–	0.01%	285
2020 Q1	$29K	Hold	460	–	–	0.01%	280
2019 Q4	$34K	Buy	+460	New	+$31.8K	0.01%	278
2018 Q2	–	Sell	-31	Closed	-$2K	–	396
2018 Q1	$2K	Hold	31	–	–	﹤0.01%	380
2017 Q4	$2K	Sell	31 -95	-75%	-$6.57K	﹤0.01%	381
2017 Q3	$9K	Sell	126 -1,700	-93%	-$113K	﹤0.01%	356
2017 Q2	$121K	Sell	1,826 -3,203	-64%	-$205K	0.04%	215
2017 Q1	$296K	Hold	5,029	–	–	0.1%	150
2016 Q4	$238K	Hold	5,029	–	–	0.09%	156
2016 Q3	$310K	Hold	5,029	–	–	0.11%	138
2016 Q2	$295K	Hold	5,029	–	–	0.11%	139
2016 Q1	$267K	Hold	5,029	–	–	0.1%	150
2015 Q4	$303K	Hold	5,029	–	–	0.12%	137
2015 Q3	$302K	Hold	5,029	–	–	0.12%	139
2015 Q2	$347K	Hold	5,029	–	–	0.12%	139
2015 Q1	$368K	Sell	5,029 -292	-5%	-$20.2K	0.13%	137
2014 Q4	$344K	Buy	5,321 +91	+2%	+$5.66K	0.13%	136
2014 Q3	$311K	Buy	5,230 +72	+1%	+$4.05K	0.13%	133
2014 Q2	$266K	Hold	5,158	–	–	0.1%	155
2014 Q1	$290K	Hold	5,158	–	–	0.12%	144
2013 Q4	$288K	Hold	5,158	–	–	0.12%	142
2013 Q3	$271K	Buy	5,158 +58	+1%	+$2.82K	0.12%	138
2013 Q2	$245K	Buy	+5,100	New	+$244K	0.12%	137

Other funds holding CERN

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Security National Trust sold out of Cerner Corp (CERN) in Q3 2020, closing a stake of 460 shares — an estimated $32K sold.

Security National Trust first reported a position in CERN in Q2 2013 and held it in 23 quarters. The position peaked at $368K in Q1 2015. 754 funds tracked by Wall St. Rank hold CERN as of Q3 2020.

Security National Trust reported no remaining Cerner Corp position as of Q3 2020 after selling out during the quarter.
Security National Trust sold 460 Cerner Corp shares in Q3 2020, an estimated $32K.
Security National Trust first reported a position in Cerner Corp in Q2 2013 and held it in 23 quarters.
Security National Trust's Cerner Corp position peaked at $368K in Q1 2015.
754 funds tracked by Wall St. Rank held Cerner Corp as of Q3 2020.

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