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Bleakley Financial Group’s Safe Bulkers SB Stock Holding History

Bleakley Financial Group’s Portfolio SB Stock Details SB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-17,305
Closed -$61.8K – 898
2024
Q4 		$61.8K Sell
17,305
-3,207
-16% -$13.4K ﹤0.01% 1008
2024
Q3 		$106K Sell
20,512
-218
-1% -$1.12K ﹤0.01% 966
2024
Q2 		$121K Sell
20,730
-769
-4% -$4.14K ﹤0.01% 944
2024
Q1 		$107K Sell
21,499
-21
-0.1% -$92 ﹤0.01% 928
2023
Q4 		$84.6K Buy
+21,520
New +$75.7K ﹤0.01% 905

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LSV Asset Management
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Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Bleakley Financial Group's SB Position: Q1 2025 in Review

Bleakley Financial Group sold out of Safe Bulkers (SB) in Q1 2025, closing a stake of 17,305 shares — an estimated $61.8K sold.

Bleakley Financial Group first reported a position in SB in Q4 2023 and held it in 5 quarters. The position peaked at $121K in Q2 2024. 140 funds tracked by Wall St. Rank hold SB as of Q1 2025.

  • Bleakley Financial Group reported no remaining Safe Bulkers position as of Q1 2025 after selling out during the quarter.
  • Bleakley Financial Group sold 17,305 Safe Bulkers shares in Q1 2025, an estimated $61.8K.
  • Bleakley Financial Group first reported a position in Safe Bulkers in Q4 2023 and held it in 5 quarters.
  • Bleakley Financial Group's Safe Bulkers position peaked at $121K in Q2 2024.
  • 140 funds tracked by Wall St. Rank held Safe Bulkers as of Q1 2025.

Based on Bleakley Financial Group's 13F filing for Q1 2025, filed 1 May 2025.