UM
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UniSuper Management’s Security National Financial SNFCA Stock Holding History

UniSuper Management’s Portfolio SNFCA Stock Details SNFCA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-26,394
Closed -$220K – 710
2024
Q3 		$220K Buy
+26,394
New +$198K ﹤0.01% 708

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Vanguard Group
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Ameriprise
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BCM
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RC
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Renaissance Technologies
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Susquehanna International Group
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UniSuper Management's SNFCA Position: Q4 2024 in Review

UniSuper Management sold out of Security National Financial (SNFCA) in Q4 2024, closing a stake of 26,394 shares — an estimated $220K sold.

UniSuper Management first reported a position in SNFCA in Q3 2024 and held it in 1 quarter. The position peaked at $220K in Q3 2024. 59 funds tracked by Wall St. Rank hold SNFCA as of Q4 2024.

  • UniSuper Management reported no remaining Security National Financial position as of Q4 2024 after selling out during the quarter.
  • UniSuper Management sold 26,394 Security National Financial shares in Q4 2024, an estimated $220K.
  • UniSuper Management first reported a position in Security National Financial in Q3 2024 and held it in 1 quarter.
  • UniSuper Management's Security National Financial position peaked at $220K in Q3 2024.
  • 59 funds tracked by Wall St. Rank held Security National Financial as of Q4 2024.

Based on UniSuper Management's 13F filing for Q4 2024, filed 12 Feb 2025.