$97.9 Million is the total value of SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/'s 133 reported holdings in Q4 2018. The portfolio turnover from Q3 2018 to Q4 2018 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TWI | Exit | TITAN INTL INC | $0 | – | -20,000 | -100.0% | -0.13% | – |
| SUN | Exit | SUNOCO LPother | $0 | – | -7,000 | -100.0% | -0.18% | – |
| HHC | Exit | HOWARD HUGHES CORP | $0 | – | -1,750 | -100.0% | -0.19% | – |
| CEQP | Exit | CRESTWOOD EQUITY PARTNERS LPother | $0 | – | -6,000 | -100.0% | -0.20% | – |
| AIGWS | Exit | AMERICAN INTL GROUP-WTS 1other | $0 | – | -19,000 | -100.0% | -0.24% | – |
| T | Exit | AT & T INC | $0 | – | -10,412 | -100.0% | -0.31% | – |
| DSL | Exit | DOUBLELINE INCOME SOLUTIONSother | $0 | – | -20,000 | -100.0% | -0.36% | – |
| MDT | Exit | MEDTRONIC PLC | $0 | – | -4,650 | -100.0% | -0.40% | – |
| ETP | Exit | ENERGY TRANSFER PARTNERS LPother | $0 | – | -20,625 | -100.0% | -0.40% | – |
| CA | Exit | CA INC | $0 | – | -15,152 | -100.0% | -0.59% | – |
| BKR | Exit | BAKER HUGHES, A GE CO, LLC | $0 | – | -42,590 | -100.0% | -1.27% | – |
| PX | Exit | PRAXAIR INC | $0 | – | -10,160 | -100.0% | -1.44% | – |
| AEGN | Exit | AEGION CORP | $0 | – | -69,964 | -100.0% | -1.57% | – |
| SLB | Exit | SCHLUMBERGER LTD | $0 | – | -33,195 | -100.0% | -1.78% | – |
| APA | Exit | APACHE CORP | $0 | – | -56,603 | -100.0% | -2.38% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-02-14
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.