Security National Trust’s State Auto Financial Corp STFC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$71K	Hold	4,150	–	–	0.02%	239
2021 Q2	$71K	Sell	4,150 -3,500	-46%	-$65.5K	0.02%	248
2021 Q1	$151K	Buy	7,650 +250	+3%	+$4.59K	0.04%	191
2020 Q4	$131K	Hold	7,400	–	–	0.03%	202
2020 Q3	$102K	Hold	7,400	–	–	0.03%	205
2020 Q2	$132K	Hold	7,400	–	–	0.04%	187
2020 Q1	$206K	Hold	7,400	–	–	0.08%	137
2019 Q4	$230K	Hold	7,400	–	–	0.07%	144
2019 Q3	$240K	Hold	7,400	–	–	0.08%	139
2019 Q2	$259K	Sell	7,400 -100	-1%	-$3.4K	0.08%	136
2019 Q1	$247K	Buy	7,500 +7,000	+1,400%	+$237K	0.08%	138
2018 Q4	$17K	Hold	500	–	–	0.01%	285
2018 Q3	$15K	Hold	500	–	–	﹤0.01%	315
2018 Q2	$15K	Hold	500	–	–	0.01%	325
2018 Q1	$14K	Hold	500	–	–	﹤0.01%	326
2017 Q4	$15K	Hold	500	–	–	﹤0.01%	322
2017 Q3	$13K	Hold	500	–	–	﹤0.01%	336
2017 Q2	$13K	Hold	500	–	–	﹤0.01%	354
2017 Q1	$14K	Hold	500	–	–	﹤0.01%	343
2016 Q4	$13K	Hold	500	–	–	﹤0.01%	351
2016 Q3	$12K	Sell	500 -49	-9%	-$1.13K	﹤0.01%	366
2016 Q2	$12K	Buy	+549	New	+$11.5K	﹤0.01%	359

Other funds holding STFC

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

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

Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return

Versor Investments New York $47.5M AUM 100.43% 1-Year Est. Return

UOC

UBS O'Connor Chicago, Illinois $3.76B AUM 62.41% 1-Year Est. Return

SCC

Spring Creek Capital Wichita, Kansas $2.53B AUM 19.59% 1-Year Est. Return

AAM

Alpine Associates Management Palm Beach, Florida $1.6B AUM 93.19% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Carlson Capital Dallas, Texas $494M AUM 23.45% 1-Year Est. Return

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

Security National Trust held its State Auto Financial Corp (STFC) position steady in Q3 2021 at 4,150 shares worth $71K. The position accounts for 0.02% of the portfolio, ranked #239.

Security National Trust first reported a position in STFC in Q2 2016 and has held it in 22 quarters since. The position peaked at $259K in Q2 2019. 130 funds tracked by Wall St. Rank hold STFC as of Q3 2021.

Security National Trust held 4,150 shares of State Auto Financial Corp worth $71K as of Q3 2021.
Security National Trust left its State Auto Financial Corp share count unchanged in Q3 2021.
State Auto Financial Corp made up 0.02% of Security National Trust's portfolio in Q3 2021, its #239 holding.
Security National Trust first reported a position in State Auto Financial Corp in Q2 2016 and has held it in 22 quarters since.
Security National Trust's State Auto Financial Corp position peaked at $259K in Q2 2019.
130 funds tracked by Wall St. Rank held State Auto Financial Corp as of Q3 2021.

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