BTI
SAFE

Blue Trust Inc’s Safehold SAFE Stock Holding History

Blue Trust Inc’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
2024
Q4 		– Sell
-47
Closed -$907 – 2892
2024
Q3 		$907 Buy
+47
New +$1.11K ﹤0.01% 2711
2023
Q3 		– Sell
-23
Closed -$1K – 2259
2023
Q2 		$1K Sell
23
-54
-70% -$1.43K ﹤0.01% 1916
2023
Q1 		$0 Buy
77
+63
+450% +$3.16K ﹤0.01% 2583
2022
Q4 		$1K Buy
14
+2
+17% +$96 ﹤0.01% 2126
2022
Q3 		$1K Hold
12
– – ﹤0.01% 1999
2022
Q2 		$1K Buy
+12
New +$1.01K ﹤0.01% 1825

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
MC
MSD Capital New York $87.3M AUM 21.75% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Blue Trust Inc's SAFE Position: Q4 2024 in Review

Blue Trust Inc sold out of Safehold (SAFE) in Q4 2024, closing a stake of 47 shares — an estimated $907 sold.

Blue Trust Inc first reported a position in SAFE in Q2 2022 and held it in 6 quarters. The position peaked at $1K in Q2 2023. 197 funds tracked by Wall St. Rank hold SAFE as of Q4 2024.

  • Blue Trust Inc reported no remaining Safehold position as of Q4 2024 after selling out during the quarter.
  • Blue Trust Inc sold 47 Safehold shares in Q4 2024, an estimated $907.
  • Blue Trust Inc first reported a position in Safehold in Q2 2022 and held it in 6 quarters.
  • Blue Trust Inc's Safehold position peaked at $1K in Q2 2023.
  • 197 funds tracked by Wall St. Rank held Safehold as of Q4 2024.

Based on Blue Trust Inc's 13F filing for Q4 2024, filed 22 Jan 2025.