Security National Trust’s Coupa Software Incorporated COUP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$183K	Hold	700	–	–	0.04%	168
2021 Q2	$183K	Hold	700	–	–	0.04%	174
2021 Q1	$178K	Hold	700	–	–	0.04%	171
2020 Q4	$237K	Hold	700	–	–	0.06%	151
2020 Q3	$192K	Hold	700	–	–	0.05%	158
2020 Q2	$194K	Sell	700 -21	-3%	-$4.23K	0.06%	155
2020 Q1	$101K	Buy	721 +315	+78%	+$48.7K	0.04%	195
2019 Q4	$59K	Buy	+406	New	+$58K	0.02%	253

Other funds holding COUP

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

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

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

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

LPC

Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

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

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

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

Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return

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

Security National Trust held its Coupa Software Incorporated (COUP) position steady in Q3 2021 at 700 shares worth $183K. The position accounts for 0.04% of the portfolio, ranked #168.

Security National Trust first reported a position in COUP in Q4 2019 and has held it in 8 quarters since. The position peaked at $237K in Q4 2020. 458 funds tracked by Wall St. Rank hold COUP as of Q3 2021.

Security National Trust held 700 shares of Coupa Software Incorporated worth $183K as of Q3 2021.
Security National Trust left its Coupa Software Incorporated share count unchanged in Q3 2021.
Coupa Software Incorporated made up 0.04% of Security National Trust's portfolio in Q3 2021, its #168 holding.
Security National Trust first reported a position in Coupa Software Incorporated in Q4 2019 and has held it in 8 quarters since.
Security National Trust's Coupa Software Incorporated position peaked at $237K in Q4 2020.
458 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q3 2021.

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