Security National Trust’s Stem STEM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-100	Closed	-$53K	–	415
2021 Q1	$53K	Buy	+100	New	+$64.2K	0.01%	260

Other funds holding STEM

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

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

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

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

SIG

Senator Investment Group New York $2.74B AUM 55.95% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

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

LCG

Luxor Capital Group New York $2.52B AUM 29.31% 1-Year Est. Return

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

Security National Trust's STEM Position: Q2 2021 in Review

Security National Trust sold out of Stem (STEM) in Q2 2021, closing a stake of 100 shares — an estimated $53K sold.

Security National Trust first reported a position in STEM in Q1 2021 and held it in 1 quarter. The position peaked at $53K in Q1 2021. 168 funds tracked by Wall St. Rank hold STEM as of Q2 2021.

Security National Trust reported no remaining Stem position as of Q2 2021 after selling out during the quarter.
Security National Trust sold 100 Stem shares in Q2 2021, an estimated $53K.
Security National Trust first reported a position in Stem in Q1 2021 and held it in 1 quarter.
Security National Trust's Stem position peaked at $53K in Q1 2021.
168 funds tracked by Wall St. Rank held Stem as of Q2 2021.

Based on Security National Trust's 13F filing for Q2 2021, filed 9 Aug 2021.