Security National Trust’s Xerox XRX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-634	Closed	-$15K	–	393
2018 Q2	$15K	Hold	634	–	–	0.01%	324
2018 Q1	$18K	Buy	+634	New	+$19.5K	0.01%	311
2017 Q1	–	Sell	-702	Closed	-$16K	–	441
2016 Q4	$16K	Hold	702	–	–	0.01%	339
2016 Q3	$19K	Hold	702	–	–	0.01%	344
2016 Q2	$18K	Hold	702	–	–	0.01%	336
2016 Q1	$21K	Hold	702	–	–	0.01%	331
2015 Q4	$20K	Hold	702	–	–	0.01%	327
2015 Q3	$18K	Hold	702	–	–	0.01%	339
2015 Q2	$20K	Hold	702	–	–	0.01%	344
2015 Q1	$24K	Hold	702	–	–	0.01%	340
2014 Q4	$26K	Hold	702	–	–	0.01%	332
2014 Q3	$25K	Hold	702	–	–	0.01%	326
2014 Q2	$23K	Hold	702	–	–	0.01%	345
2014 Q1	$21K	Hold	702	–	–	0.01%	350
2013 Q4	$23K	Hold	702	–	–	0.01%	337
2013 Q3	$19K	Hold	702	–	–	0.01%	338
2013 Q2	$16K	Buy	+702	New	+$16.4K	0.01%	342

Other funds holding XRX

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

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return