$115 Million is the total value of SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/'s 149 reported holdings in Q3 2018. The portfolio turnover from Q2 2018 to Q3 2018 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
BUD | Exit | ANHEUSER-BUSCH INBEV SPONS ADR | $0 | – | -2,000 | -100.0% | -0.19% | – |
TSN | Exit | TYSON FOODS INC | $0 | – | -3,436 | -100.0% | -0.22% | – |
MAN | Exit | MANPOWERGROUP INC | $0 | – | -10,757 | -100.0% | -0.87% | – |
OMC | Exit | OMNICOM GROUP INC | $0 | – | -13,285 | -100.0% | -0.95% | – |
XRAY | Exit | DENTSPLY SIRONA INC | $0 | – | -25,221 | -100.0% | -1.04% | – |
EMR | Exit | EMERSON ELEC CO | $0 | – | -16,499 | -100.0% | -1.07% | – |
MCK | Exit | MCKESSON CORP | $0 | – | -9,001 | -100.0% | -1.13% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-11-14
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
BERKSHIRE HATHAWAY INC DEL CL | 41 | Q3 2023 | 5.7% |
THERMO FISHER SCIENTIFIC INC. | 41 | Q3 2023 | 5.5% |
NIKE INC CL B | 41 | Q3 2023 | 3.9% |
MICROSOFT CORP | 41 | Q3 2023 | 5.0% |
EXXON MOBIL CORP | 41 | Q3 2023 | 3.7% |
JOHNSON & JOHNSON | 41 | Q3 2023 | 3.0% |
UNION PAC CORP | 41 | Q3 2023 | 2.7% |
DIGITAL RLTY TR INC | 41 | Q3 2023 | 2.6% |
PEPSICO INC | 41 | Q3 2023 | 2.3% |
GENERAL MLS INC | 41 | Q3 2023 | 2.7% |
View SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/'s complete holdings history.
Latest significant ownerships (13-D/G)
Filed | Shares | Percentage | |
---|---|---|---|
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | February 12, 2008 | 294,493 | 11.0% |
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | March 04, 2005 | 273,523 | 11.0% |
View SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/'s complete significant-ownership history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-05-13 |
13F-HR | 2024-02-16 |
13F-HR | 2023-11-13 |
13F-HR | 2023-11-13 |
13F-HR | 2023-02-16 |
13F-HR | 2022-10-14 |
13F-HR | 2022-08-15 |
13F-HR | 2022-05-02 |
13F-HR | 2022-02-16 |
13F-HR | 2021-11-16 |
View SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.