Security National Trust’s Ingersoll Rand IR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$164K	Hold	3,352	–	–	0.04%	174
2021 Q2	$164K	Sell	3,352 -220	-6%	-$10.8K	0.04%	181
2021 Q1	$176K	Hold	3,572	–	–	0.04%	173
2020 Q4	$163K	Hold	3,572	–	–	0.04%	176
2020 Q3	$127K	Hold	3,572	–	–	0.04%	187
2020 Q2	$100K	Sell	3,572 -56	-2%	-$1.58K	0.03%	210
2020 Q1	$90K	Buy	+3,628	New	+$115K	0.03%	206

Other funds holding IR

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

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

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

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

Security National Trust held its Ingersoll Rand (IR) position steady in Q3 2021 at 3,352 shares worth $164K. The position accounts for 0.04% of the portfolio, ranked #174.

Security National Trust first reported a position in IR in Q1 2020 and has held it in 7 quarters since. The position peaked at $176K in Q1 2021. 588 funds tracked by Wall St. Rank hold IR as of Q3 2021.

Security National Trust held 3,352 shares of Ingersoll Rand worth $164K as of Q3 2021.
Security National Trust left its Ingersoll Rand share count unchanged in Q3 2021.
Ingersoll Rand made up 0.04% of Security National Trust's portfolio in Q3 2021, its #174 holding.
Security National Trust first reported a position in Ingersoll Rand in Q1 2020 and has held it in 7 quarters since.
Security National Trust's Ingersoll Rand position peaked at $176K in Q1 2021.
588 funds tracked by Wall St. Rank held Ingersoll Rand as of Q3 2021.

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