BMD
SAFE

Better Money Decisions’s Safehold Inc. SAFE Stock Holding History

Better Money Decisions’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
Q4 		– Sell
-321
Closed -$23K – 642
2021
Q3 		$23K Hold
321
– – 0.02% 256
2021
Q2 		$25K Hold
321
– – 0.02% 238
2021
Q1 		$23K Buy
+321
New +$24.2K 0.02% 211

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
NW
NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Better Money Decisions's SAFE Position: Q4 2021 in Review

Better Money Decisions sold out of Safehold Inc. (SAFE) in Q4 2021, closing a stake of 321 shares — an estimated $23K sold.

Better Money Decisions first reported a position in SAFE in Q1 2021 and held it in 3 quarters. The position peaked at $25K in Q2 2021. 166 funds tracked by Wall St. Rank hold SAFE as of Q4 2021.

  • Better Money Decisions reported no remaining Safehold Inc. position as of Q4 2021 after selling out during the quarter.
  • Better Money Decisions sold 321 Safehold Inc. shares in Q4 2021, an estimated $23K.
  • Better Money Decisions first reported a position in Safehold Inc. in Q1 2021 and held it in 3 quarters.
  • Better Money Decisions's Safehold Inc. position peaked at $25K in Q2 2021.
  • 166 funds tracked by Wall St. Rank held Safehold Inc. as of Q4 2021.

Based on Better Money Decisions's 13F filing for Q4 2021, filed 14 Feb 2022.