BCA
SAFE

Berman Capital Advisors’s Safehold SAFE Stock Holding History

Berman Capital Advisors’s Portfolio SAFE Stock Details SAFE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$5K Buy
44
+1
+2% +$121 ﹤0.01% 1438
2021
Q2 		$4K Hold
43
– – ﹤0.01% 1424
2021
Q1 		$3K Hold
43
– – ﹤0.01% 1435
2020
Q4 		$3K Hold
43
– – ﹤0.01% 1324
2020
Q3 		$2K Hold
43
– – ﹤0.01% 1335
2020
Q2 		$2K Buy
43
+3
+8% +$151 ﹤0.01% 1314
2020
Q1 		$2K Buy
40
+21
+111% +$1.42K ﹤0.01% 1176
2019
Q4 		$1K Hold
19
– – ﹤0.01% 1379
2019
Q3 		$1K Hold
19
– – ﹤0.01% 1360
2019
Q2 		$1K Hold
19
– – ﹤0.01% 1380
2019
Q1 		$0 Sell
19
-20
-51% -$883 ﹤0.01% 1462
2018
Q4 		$1K Buy
+39
New +$1.97K ﹤0.01% 1052

Other funds holding SAFE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NTCM
Nut Tree Capital Management New York $245M AUM 34.1% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Berman Capital Advisors's SAFE Position: Q3 2021 in Review

Berman Capital Advisors increased its Safehold (SAFE) stake by 2.3% in Q3 2021, buying an estimated $121 and bringing the position to 44 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #1438.

Berman Capital Advisors first reported a position in SAFE in Q4 2018 and has held it in 12 quarters since. 201 funds tracked by Wall St. Rank hold SAFE as of Q3 2021.

  • Berman Capital Advisors held 44 shares of Safehold worth $5K as of Q3 2021.
  • Berman Capital Advisors bought 1 Safehold share in Q3 2021, an estimated $121.
  • Safehold made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1438 holding.
  • Berman Capital Advisors first reported a position in Safehold in Q4 2018 and has held it in 12 quarters since.
  • 201 funds tracked by Wall St. Rank held Safehold as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.