Security National Trust’s Uniti Group UNIT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$0	Hold	20	–	–	﹤0.01%	401
2021 Q2	$0	Hold	20	–	–	﹤0.01%	416
2021 Q1	$0	Hold	20	–	–	﹤0.01%	423
2020 Q4	$0	Hold	20	–	–	﹤0.01%	426
2020 Q3	$0	Hold	20	–	–	﹤0.01%	426
2020 Q2	$0	Hold	20	–	–	﹤0.01%	479
2020 Q1	$0	Hold	20	–	–	﹤0.01%	483
2019 Q4	$0	Hold	20	–	–	﹤0.01%	437
2019 Q3	$0	Hold	20	–	–	﹤0.01%	365
2019 Q2	$0	Hold	20	–	–	﹤0.01%	379
2019 Q1	$0	Sell	20 -200	-91%	-$2.93K	﹤0.01%	384
2018 Q4	$3K	Hold	220	–	–	﹤0.01%	357
2018 Q3	$4K	Hold	220	–	–	﹤0.01%	366
2018 Q2	$4K	Hold	220	–	–	﹤0.01%	375
2018 Q1	$3K	Hold	220	–	–	﹤0.01%	375
2017 Q4	$4K	Hold	220	–	–	﹤0.01%	372
2017 Q3	$3K	Hold	220	–	–	﹤0.01%	382
2017 Q2	$6K	Hold	220	–	–	﹤0.01%	384
2017 Q1	$6K	Hold	220	–	–	﹤0.01%	390
2016 Q4	$6K	Hold	220	–	–	﹤0.01%	395
2016 Q3	$7K	Hold	220	–	–	﹤0.01%	401
2016 Q2	$7K	Hold	220	–	–	﹤0.01%	397
2016 Q1	$4K	Hold	220	–	–	﹤0.01%	429
2015 Q4	$4K	Hold	220	–	–	﹤0.01%	430
2015 Q3	$4K	Hold	220	–	–	﹤0.01%	437
2015 Q2	$5K	Buy	+220	New	+$5.94K	﹤0.01%	437

Other funds holding UNIT

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

EIM

Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return

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

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

SCP

Searchlight Capital Partners New York $516M AUM 55.8% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Security National Trust held its Uniti Group (UNIT) position steady in Q3 2021 at 20 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #401.

Security National Trust first reported a position in UNIT in Q2 2015 and has held it in 26 quarters since. The position peaked at $7K in Q3 2016. 261 funds tracked by Wall St. Rank hold UNIT as of Q3 2021.

Security National Trust held 20 shares of Uniti Group worth $0 as of Q3 2021.
Security National Trust left its Uniti Group share count unchanged in Q3 2021.
Uniti Group made up ﹤0.01% of Security National Trust's portfolio in Q3 2021, its #401 holding.
Security National Trust first reported a position in Uniti Group in Q2 2015 and has held it in 26 quarters since.
Security National Trust's Uniti Group position peaked at $7K in Q3 2016.
261 funds tracked by Wall St. Rank held Uniti Group as of Q3 2021.

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