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Cahill Financial Advisors’s Safety Insurance SAFT Stock Holding History

Cahill Financial 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
2021
Q4 		– Sell
-300
Closed -$24K – 653
2021
Q3 		$24K Buy
+300
New +$23.7K ﹤0.01% 428

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Dimensional Fund Advisors
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Cahill Financial Advisors's SAFT Position: Q4 2021 in Review

Cahill Financial Advisors sold out of Safety Insurance (SAFT) in Q4 2021, closing a stake of 300 shares — an estimated $24K sold.

Cahill Financial Advisors first reported a position in SAFT in Q3 2021 and held it in 1 quarter. The position peaked at $24K in Q3 2021. 190 funds tracked by Wall St. Rank hold SAFT as of Q4 2021.

  • Cahill Financial Advisors reported no remaining Safety Insurance position as of Q4 2021 after selling out during the quarter.
  • Cahill Financial Advisors sold 300 Safety Insurance shares in Q4 2021, an estimated $24K.
  • Cahill Financial Advisors first reported a position in Safety Insurance in Q3 2021 and held it in 1 quarter.
  • Cahill Financial Advisors's Safety Insurance position peaked at $24K in Q3 2021.
  • 190 funds tracked by Wall St. Rank held Safety Insurance as of Q4 2021.

Based on Cahill Financial Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.