Cerity Partners’s Safe Bulkers SB Stock Holding History

Cerity Partners’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
2024 Q3	–	Sell	-10,862	Closed	-$63.2K	–	2594
2024 Q2	$63.2K	Buy	+10,862	New	+$58.5K	﹤0.01%	2153

Other funds holding SB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Cerity Partners's SB Position: Q3 2024 in Review

Cerity Partners sold out of Safe Bulkers (SB) in Q3 2024, closing a stake of 10,862 shares — an estimated $63.2K sold.

Cerity Partners first reported a position in SB in Q2 2024 and held it in 1 quarter. The position peaked at $63.2K in Q2 2024. 131 funds tracked by Wall St. Rank hold SB as of Q3 2024.

Cerity Partners reported no remaining Safe Bulkers position as of Q3 2024 after selling out during the quarter.
Cerity Partners sold 10,862 Safe Bulkers shares in Q3 2024, an estimated $63.2K.
Cerity Partners first reported a position in Safe Bulkers in Q2 2024 and held it in 1 quarter.
Cerity Partners's Safe Bulkers position peaked at $63.2K in Q2 2024.
131 funds tracked by Wall St. Rank held Safe Bulkers as of Q3 2024.

Based on Cerity Partners's 13F filing for Q3 2024, filed 12 Nov 2024.