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Bell Investment Advisors’s Safety Insurance SAFT Stock Holding History

Bell Investment Advisors’s Portfolio SAFT Stock Details SAFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-14
Closed -$1.04K – 1981
2023
Q1 		$1.04K Buy
14
+8
+133% +$652 ﹤0.01% 1555
2022
Q4 		$506 Hold
6
– – ﹤0.01% 1833
2022
Q3 		$0 Hold
6
– – ﹤0.01% 1923
2022
Q2 		$1K Buy
+6
New +$540 ﹤0.01% 1579

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Dimensional Fund Advisors
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State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return