Security National Trust’s Trade Desk TTD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$1.31M	Hold	17,000	–	–	0.3%	81
2021 Q2	$1.31M	Hold	17,000	–	–	0.29%	84
2021 Q1	$1.11M	Hold	17,000	–	–	0.26%	87
2020 Q4	$1.36M	Hold	17,000	–	–	0.34%	77
2020 Q3	$882K	Hold	17,000	–	–	0.25%	86
2020 Q2	$691K	Buy	17,000 +9,830	+137%	+$296K	0.21%	94
2020 Q1	$138K	Hold	7,170	–	–	0.05%	164
2019 Q4	$186K	Buy	7,170 +2,170	+43%	+$48.8K	0.05%	165
2019 Q3	$94K	Hold	5,000	–	–	0.03%	209
2019 Q2	$114K	Hold	5,000	–	–	0.04%	201
2019 Q1	$99K	Hold	5,000	–	–	0.03%	207
2018 Q4	$58K	Hold	5,000	–	–	0.02%	231
2018 Q3	$75K	Sell	5,000 -10,000	-67%	-$119K	0.02%	234
2018 Q2	$141K	Hold	15,000	–	–	0.05%	189
2018 Q1	$74K	Hold	15,000	–	–	0.02%	238
2017 Q4	$69K	Buy	15,000 +5,000	+50%	+$27.6K	0.02%	248
2017 Q3	$62K	Buy	+10,000	New	+$54K	0.02%	253

Other funds holding TTD

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

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

Security National Trust held its Trade Desk (TTD) position steady in Q3 2021 at 17,000 shares worth $1.31M. The position accounts for 0.3% of the portfolio, ranked #81.

Security National Trust first reported a position in TTD in Q3 2017 and has held it in 17 quarters since. The position peaked at $1.36M in Q4 2020. 755 funds tracked by Wall St. Rank hold TTD as of Q3 2021.

Security National Trust held 17,000 shares of Trade Desk worth $1.31M as of Q3 2021.
Security National Trust left its Trade Desk share count unchanged in Q3 2021.
Trade Desk made up 0.3% of Security National Trust's portfolio in Q3 2021, its #81 holding.
Security National Trust first reported a position in Trade Desk in Q3 2017 and has held it in 17 quarters since.
Security National Trust's Trade Desk position peaked at $1.36M in Q4 2020.
755 funds tracked by Wall St. Rank held Trade Desk as of Q3 2021.

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