CFM
SAFE

Catalyst Funds Management’s Safehold SAFE Stock Holding History

Catalyst Funds Management’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
-400
Closed -$10.5K – 1096
2024
Q3 		$10.5K Buy
+400
New +$9.44K ﹤0.01% 1177
2024
Q2 		– Sell
-200
Closed -$4.12K – 1543
2024
Q1 		$4.12K Buy
+200
New +$4.16K ﹤0.01% 995

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

Catalyst Funds Management's SAFE Position: Q4 2024 in Review

Catalyst Funds Management sold out of Safehold (SAFE) in Q4 2024, closing a stake of 400 shares — an estimated $10.5K sold.

Catalyst Funds Management first reported a position in SAFE in Q1 2024 and held it in 2 quarters. The position peaked at $10.5K in Q3 2024. 197 funds tracked by Wall St. Rank hold SAFE as of Q4 2024.

  • Catalyst Funds Management reported no remaining Safehold position as of Q4 2024 after selling out during the quarter.
  • Catalyst Funds Management sold 400 Safehold shares in Q4 2024, an estimated $10.5K.
  • Catalyst Funds Management first reported a position in Safehold in Q1 2024 and held it in 2 quarters.
  • Catalyst Funds Management's Safehold position peaked at $10.5K in Q3 2024.
  • 197 funds tracked by Wall St. Rank held Safehold as of Q4 2024.

Based on Catalyst Funds Management's 13F filing for Q4 2024, filed 10 Feb 2025.