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Cavalier Investments’s Safe Bulkers SB Stock Holding History

Cavalier Investments’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
2018
Q3 		– Sell
-94,800
Closed -$322K – 179
2018
Q2 		$322K Hold
94,800
– – 0.11% 137
2018
Q1 		$301K Buy
+94,800
New +$336K 0.11% 127

Other funds holding SB

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EGA
Evermore Global Advisors Summit, New Jersey $26.3M AUM 7.42% 1-Year Est. Return
SCM
Signia Capital Management Spokane, Washington $55.7M AUM 10.78% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

Cavalier Investments's SB Position: Q3 2018 in Review

Cavalier Investments sold out of Safe Bulkers (SB) in Q3 2018, closing a stake of 94,800 shares — an estimated $322K sold.

Cavalier Investments first reported a position in SB in Q1 2018 and held it in 2 quarters. The position peaked at $322K in Q2 2018. 74 funds tracked by Wall St. Rank hold SB as of Q3 2018.

  • Cavalier Investments reported no remaining Safe Bulkers position as of Q3 2018 after selling out during the quarter.
  • Cavalier Investments sold 94,800 Safe Bulkers shares in Q3 2018, an estimated $322K.
  • Cavalier Investments first reported a position in Safe Bulkers in Q1 2018 and held it in 2 quarters.
  • Cavalier Investments's Safe Bulkers position peaked at $322K in Q2 2018.
  • 74 funds tracked by Wall St. Rank held Safe Bulkers as of Q3 2018.

Based on Cavalier Investments's 13F filing for Q3 2018, filed 13 Nov 2018.