Security National Trust’s Vulcan Materials VMC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$1.75M	Hold	10,040	–	–	0.41%	73
2021 Q2	$1.75M	Sell	10,040 -365	-4%	-$65.3K	0.39%	75
2021 Q1	$1.76M	Buy	10,405 +195	+2%	+$31.6K	0.41%	71
2020 Q4	$1.51M	Hold	10,210	–	–	0.38%	71
2020 Q3	$1.38M	Sell	10,210 -15	-0.1%	-$1.89K	0.39%	69
2020 Q2	$1.19M	Buy	10,225 +315	+3%	+$34.5K	0.36%	75
2020 Q1	$1.07M	Buy	9,910 +125	+1%	+$16K	0.39%	71
2019 Q4	$1.41M	Buy	9,785 +185	+2%	+$26.5K	0.41%	72
2019 Q3	$1.45M	Buy	9,600 +280	+3%	+$39.5K	0.46%	67
2019 Q2	$1.28M	Buy	9,320 +15	+0.2%	+$1.92K	0.4%	71
2019 Q1	$1.1M	Buy	9,305 +1,275	+16%	+$138K	0.35%	74
2018 Q4	$793K	Sell	8,030 -840	-9%	-$85.2K	0.29%	83
2018 Q3	$986K	Sell	8,870 -100	-1%	-$11.6K	0.31%	81
2018 Q2	$1.16M	Sell	8,970 -365	-4%	-$45K	0.38%	74
2018 Q1	$1.07M	Buy	9,335 +770	+9%	+$97K	0.35%	75
2017 Q4	$1.1M	Buy	8,565 +320	+4%	+$39.1K	0.35%	76
2017 Q3	$986K	Buy	8,245 +100	+1%	+$12K	0.33%	79
2017 Q2	$1.03M	Buy	8,145 +510	+7%	+$64K	0.35%	79
2017 Q1	$920K	Buy	7,635 +670	+10%	+$81.9K	0.31%	82
2016 Q4	$871K	Buy	6,965 +4,300	+161%	+$520K	0.31%	80
2016 Q3	$303K	Buy	+2,665	New	+$314K	0.11%	141

Other funds holding VMC

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

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

Security National Trust held its Vulcan Materials (VMC) position steady in Q3 2021 at 10,040 shares worth $1.75M. The position accounts for 0.41% of the portfolio, ranked #73.

Security National Trust first reported a position in VMC in Q3 2016 and has held it in 21 quarters since. The position peaked at $1.76M in Q1 2021. 711 funds tracked by Wall St. Rank hold VMC as of Q3 2021.

Security National Trust held 10,040 shares of Vulcan Materials worth $1.75M as of Q3 2021.
Security National Trust left its Vulcan Materials share count unchanged in Q3 2021.
Vulcan Materials made up 0.41% of Security National Trust's portfolio in Q3 2021, its #73 holding.
Security National Trust first reported a position in Vulcan Materials in Q3 2016 and has held it in 21 quarters since.
Security National Trust's Vulcan Materials position peaked at $1.76M in Q1 2021.
711 funds tracked by Wall St. Rank held Vulcan Materials as of Q3 2021.

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