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Zebra Capital Management’s Security National Financial SNFCA Stock Holding History

Zebra Capital 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
2021
Q3 		– Sell
-34,087
Closed -$223K – 215
2021
Q2 		$223K Sell
34,087
-3,681
-10% -$23.5K 0.26% 130
2021
Q1 		$264K Buy
+37,768
New +$263K 0.29% 118

Other funds holding SNFCA

SIA
Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VA
Verdad Advisers Boston, Massachusetts $88.8M AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Zebra Capital Management's SNFCA Position: Q3 2021 in Review

Zebra Capital Management sold out of Security National Financial (SNFCA) in Q3 2021, closing a stake of 34,087 shares — an estimated $223K sold.

Zebra Capital Management first reported a position in SNFCA in Q1 2021 and held it in 2 quarters. The position peaked at $264K in Q1 2021. 33 funds tracked by Wall St. Rank hold SNFCA as of Q3 2021.

  • Zebra Capital Management reported no remaining Security National Financial position as of Q3 2021 after selling out during the quarter.
  • Zebra Capital Management sold 34,087 Security National Financial shares in Q3 2021, an estimated $223K.
  • Zebra Capital Management first reported a position in Security National Financial in Q1 2021 and held it in 2 quarters.
  • Zebra Capital Management's Security National Financial position peaked at $264K in Q1 2021.
  • 33 funds tracked by Wall St. Rank held Security National Financial as of Q3 2021.

Based on Zebra Capital Management's 13F filing for Q3 2021, filed 15 Nov 2021.