Security National Trust’s NCR Voyix VYX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-616	Closed	-$11K	–	391
2018 Q2	$11K	Hold	616	–	–	﹤0.01%	347
2018 Q1	$12K	Buy	+616	New	+$13K	﹤0.01%	336
2013 Q3	–	Sell	-23	Closed	–	–	561
2013 Q2	$0	Buy	+23	New	+$427	﹤0.01%	502

Other funds holding VYX

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

LAM

Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

SCM

Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Security National Trust's VYX Position: Q3 2018 in Review

Security National Trust sold out of NCR Voyix (VYX) in Q3 2018, closing a stake of 616 shares — an estimated $11K sold.

Security National Trust first reported a position in VYX in Q2 2013 and held it in 3 quarters. The position peaked at $12K in Q1 2018. 347 funds tracked by Wall St. Rank hold VYX as of Q3 2018.

Security National Trust reported no remaining NCR Voyix position as of Q3 2018 after selling out during the quarter.
Security National Trust sold 616 NCR Voyix shares in Q3 2018, an estimated $11K.
Security National Trust first reported a position in NCR Voyix in Q2 2013 and held it in 3 quarters.
Security National Trust's NCR Voyix position peaked at $12K in Q1 2018.
347 funds tracked by Wall St. Rank held NCR Voyix as of Q3 2018.

Based on Security National Trust's 13F filing for Q3 2018, filed 2 Nov 2018.