SNT
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Security National Trust’s SS&C Technologies SSNC Stock Holding History

Security National Trust’s Portfolio SSNC Stock Details SSNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-84
Closed -$6K – 420
2020
Q4 		$6K Buy
+84
New +$5.63K ﹤0.01% 375
2020
Q2 		– Sell
-408
Closed -$18K – 470
2020
Q1 		$18K Buy
+408
New +$23.1K 0.01% 318

Other funds holding SSNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Security National Trust's SSNC Position: Q1 2021 in Review

Security National Trust sold out of SS&C Technologies (SSNC) in Q1 2021, closing a stake of 84 shares — an estimated $6K sold.

Security National Trust first reported a position in SSNC in Q1 2020 and held it in 2 quarters. The position peaked at $18K in Q1 2020. 487 funds tracked by Wall St. Rank hold SSNC as of Q1 2021.

  • Security National Trust reported no remaining SS&C Technologies position as of Q1 2021 after selling out during the quarter.
  • Security National Trust sold 84 SS&C Technologies shares in Q1 2021, an estimated $6K.
  • Security National Trust first reported a position in SS&C Technologies in Q1 2020 and held it in 2 quarters.
  • Security National Trust's SS&C Technologies position peaked at $18K in Q1 2020.
  • 487 funds tracked by Wall St. Rank held SS&C Technologies as of Q1 2021.

Based on Security National Trust's 13F filing for Q1 2021, filed 4 May 2021.