Security National Trust’s Steris STE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$3K	Hold	14	–	–	﹤0.01%	382
2021 Q2	$3K	Buy	+14	New	+$2.82K	﹤0.01%	394

Other funds holding STE

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

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

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

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

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

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

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

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

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

Security National Trust held its Steris (STE) position steady in Q3 2021 at 14 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #382.

Security National Trust first reported a position in STE in Q2 2021 and has held it in 2 quarters since. 629 funds tracked by Wall St. Rank hold STE as of Q3 2021.

Security National Trust held 14 shares of Steris worth $3K as of Q3 2021.
Security National Trust left its Steris share count unchanged in Q3 2021.
Steris made up ﹤0.01% of Security National Trust's portfolio in Q3 2021, its #382 holding.
Security National Trust first reported a position in Steris in Q2 2021 and has held it in 2 quarters since.
629 funds tracked by Wall St. Rank held Steris as of Q3 2021.

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