Security National Trust’s SpartanNash SPTN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-500	Closed	-$10K	–	399
2021 Q2	$10K	Hold	500	–	–	﹤0.01%	360
2021 Q1	$10K	Hold	500	–	–	﹤0.01%	356
2020 Q4	$9K	Hold	500	–	–	﹤0.01%	361
2020 Q3	$8K	Hold	500	–	–	﹤0.01%	360
2020 Q2	$11K	Hold	500	–	–	﹤0.01%	348
2020 Q1	$7K	Hold	500	–	–	﹤0.01%	385
2019 Q4	$7K	Hold	500	–	–	﹤0.01%	399
2019 Q3	$6K	Hold	500	–	–	﹤0.01%	341
2019 Q2	$6K	Buy	+500	New	+$7.13K	﹤0.01%	348

Other funds holding SPTN

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

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

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

Security National Trust sold out of SpartanNash (SPTN) in Q3 2021, closing a stake of 500 shares — an estimated $10K sold.

Security National Trust first reported a position in SPTN in Q2 2019 and held it in 9 quarters. The position peaked at $11K in Q2 2020. 188 funds tracked by Wall St. Rank hold SPTN as of Q3 2021.

Security National Trust reported no remaining SpartanNash position as of Q3 2021 after selling out during the quarter.
Security National Trust sold 500 SpartanNash shares in Q3 2021, an estimated $10K.
Security National Trust first reported a position in SpartanNash in Q2 2019 and held it in 9 quarters.
Security National Trust's SpartanNash position peaked at $11K in Q2 2020.
188 funds tracked by Wall St. Rank held SpartanNash as of Q3 2021.

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