Security National Trust’s TransUnion TRU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-51	Closed	-$3K	–	475
2020 Q1	$3K	Buy	+51	New	+$4.41K	﹤0.01%	436

Other funds holding TRU

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Security National Trust's TRU Position: Q2 2020 in Review

Security National Trust sold out of TransUnion (TRU) in Q2 2020, closing a stake of 51 shares — an estimated $3K sold.

Security National Trust first reported a position in TRU in Q1 2020 and held it in 1 quarter. The position peaked at $3K in Q1 2020. 444 funds tracked by Wall St. Rank hold TRU as of Q2 2020.

Security National Trust reported no remaining TransUnion position as of Q2 2020 after selling out during the quarter.
Security National Trust sold 51 TransUnion shares in Q2 2020, an estimated $3K.
Security National Trust first reported a position in TransUnion in Q1 2020 and held it in 1 quarter.
Security National Trust's TransUnion position peaked at $3K in Q1 2020.
444 funds tracked by Wall St. Rank held TransUnion as of Q2 2020.

Based on Security National Trust's 13F filing for Q2 2020, filed 13 Aug 2020.