Security National Trust’s Weyerhaeuser WY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-2,000	Closed	-$45K	–	427
2020 Q2	$45K	Sell	2,000 -977	-33%	-$19.8K	0.01%	262
2020 Q1	$50K	Buy	2,977 +977	+49%	+$25.7K	0.02%	242
2019 Q4	$60K	Hold	2,000	–	–	0.02%	251
2019 Q3	$55K	Hold	2,000	–	–	0.02%	246
2019 Q2	$53K	Hold	2,000	–	–	0.02%	252
2019 Q1	$53K	Hold	2,000	–	–	0.02%	250
2018 Q4	$44K	Hold	2,000	–	–	0.02%	245
2018 Q3	$65K	Hold	2,000	–	–	0.02%	243
2018 Q2	$73K	Hold	2,000	–	–	0.02%	238
2018 Q1	$70K	Sell	2,000 -25	-1%	-$882	0.02%	241
2017 Q4	$71K	Sell	2,025 -50	-2%	-$1.77K	0.02%	244
2017 Q3	$71K	Hold	2,075	–	–	0.02%	246
2017 Q2	$70K	Sell	2,075 -1,600	-44%	-$53.9K	0.02%	254
2017 Q1	$124K	Sell	3,675 -160	-4%	-$5.2K	0.04%	213
2016 Q4	$116K	Hold	3,835	–	–	0.04%	213
2016 Q3	$122K	Buy	3,835 +1,915	+100%	+$60.5K	0.04%	207
2016 Q2	$57K	Buy	1,920 +85	+5%	+$2.61K	0.02%	260
2016 Q1	$57K	Buy	1,835 +320	+21%	+$8.55K	0.02%	257
2015 Q4	$45K	Hold	1,515	–	–	0.02%	271
2015 Q3	$41K	Hold	1,515	–	–	0.02%	286
2015 Q2	$48K	Hold	1,515	–	–	0.02%	280
2015 Q1	$50K	Hold	1,515	–	–	0.02%	284
2014 Q4	$54K	Hold	1,515	–	–	0.02%	269
2014 Q3	$48K	Hold	1,515	–	–	0.02%	276
2014 Q2	$50K	Hold	1,515	–	–	0.02%	278
2014 Q1	$44K	Hold	1,515	–	–	0.02%	293
2013 Q4	$48K	Hold	1,515	–	–	0.02%	277
2013 Q3	$43K	Hold	1,515	–	–	0.02%	277
2013 Q2	$43K	Buy	+1,515	New	+$45.8K	0.02%	270

Other funds holding WY

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

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

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

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

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

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

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

Security National Trust's WY Position: Q3 2020 in Review

Security National Trust sold out of Weyerhaeuser (WY) in Q3 2020, closing a stake of 2,000 shares — an estimated $45K sold.

Security National Trust first reported a position in WY in Q2 2013 and held it in 29 quarters. The position peaked at $124K in Q1 2017. 820 funds tracked by Wall St. Rank hold WY as of Q3 2020.

Security National Trust reported no remaining Weyerhaeuser position as of Q3 2020 after selling out during the quarter.
Security National Trust sold 2,000 Weyerhaeuser shares in Q3 2020, an estimated $45K.
Security National Trust first reported a position in Weyerhaeuser in Q2 2013 and held it in 29 quarters.
Security National Trust's Weyerhaeuser position peaked at $124K in Q1 2017.
820 funds tracked by Wall St. Rank held Weyerhaeuser as of Q3 2020.

Based on Security National Trust's 13F filing for Q3 2020, filed 10 Nov 2020.