ZPR Investment Management’s Security National Financial SNFCA Stock Holding History

ZPR Investment 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
2019 Q3	$275K	Sell	80,818 -5,848	-7%	-$20.4K	0.59%	46
2019 Q2	$302K	Buy	86,666 +7,808	+10%	+$27.3K	0.61%	46
2019 Q1	$258K	Sell	78,858 -15,763	-17%	-$56.3K	0.51%	56
2018 Q4	$322K	Buy	94,621 +76,512	+423%	+$283K	0.64%	48
2018 Q3	$62K	Buy	+18,109	New	+$62.7K	0.09%	78
2018 Q1	–	Sell	-68,785	Closed	-$227K	–	77
2017 Q4	$227K	Sell	68,785 -1,813	-3%	-$6.02K	0.33%	48
2017 Q3	$226K	Buy	70,598 +1,064	+2%	+$4.03K	0.34%	52
2017 Q2	$280K	Buy	69,534 +42,340	+156%	+$174K	0.43%	45
2017 Q1	$116K	Buy	+27,194	New	+$118K	0.19%	53

Other funds holding SNFCA

M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

ZPR Investment Management's SNFCA Position: Q3 2019 in Review

ZPR Investment Management reduced its Security National Financial (SNFCA) stake by 6.7% in Q3 2019, selling an estimated $20.4K and leaving 80,818 shares worth $275K. The position accounts for 0.59% of the portfolio, ranked #46.

ZPR Investment Management first reported a position in SNFCA in Q1 2017 and has held it in 9 quarters since. The position peaked at $322K in Q4 2018. 26 funds tracked by Wall St. Rank hold SNFCA as of Q3 2019.

ZPR Investment Management held 80,818 shares of Security National Financial worth $275K as of Q3 2019.
ZPR Investment Management sold 5,848 Security National Financial shares in Q3 2019, an estimated $20.4K.
Security National Financial made up 0.59% of ZPR Investment Management's portfolio in Q3 2019, its #46 holding.
ZPR Investment Management first reported a position in Security National Financial in Q1 2017 and has held it in 9 quarters since.
ZPR Investment Management's Security National Financial position peaked at $322K in Q4 2018.
26 funds tracked by Wall St. Rank held Security National Financial as of Q3 2019.

Based on ZPR Investment Management's 13F filing for Q3 2019, filed 14 Nov 2019.