EI
SB icon

Ellevest Inc’s Safe Bulkers SB Stock Holding History

Ellevest Inc’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
2025
Q2 		– Sell
-15,599
Closed -$57.6K – 425
2025
Q1 		$57.6K Sell
15,599
-3,707
-19% -$13.5K ﹤0.01% 391
2024
Q4 		$68.9K Sell
19,306
-6,147
-24% -$25.7K ﹤0.01% 408
2024
Q3 		$132K Sell
25,453
-6,108
-19% -$31.4K 0.01% 412
2024
Q2 		$184K Buy
31,561
+7,034
+29% +$37.9K 0.01% 390
2024
Q1 		$122K Buy
24,527
+2,814
+13% +$12.4K 0.01% 390
2023
Q4 		$85.3K Buy
21,713
+6,780
+45% +$23.8K 0.01% 378
2023
Q3 		$48.4K Buy
14,933
+4,179
+39% +$13.5K ﹤0.01% 346
2023
Q2 		$35.1K Buy
10,754
+1,388
+15% +$4.87K ﹤0.01% 356
2023
Q1 		$34.6K Buy
9,366
+77
+0.8% +$259 ﹤0.01% 703
2022
Q4 		$27K Buy
9,289
+1,797
+24% +$4.98K ﹤0.01% 767
2022
Q3 		$19K Buy
7,492
+6,592
+732% +$22.3K ﹤0.01% 827
2022
Q2 		$3K Sell
900
-137
-13% -$585 ﹤0.01% 1111
2022
Q1 		$5K Buy
1,037
+9
+0.9% +$37 ﹤0.01% 1049
2021
Q4 		$4K Buy
1,028
+318
+45% +$1.3K ﹤0.01% 1066
2021
Q3 		$4K Buy
710
+50
+8% +$193 ﹤0.01% 1025
2021
Q2 		$3K Buy
660
+112
+20% +$392 ﹤0.01% 985
2021
Q1 		$1K Hold
548
– – ﹤0.01% 1196
2020
Q4 		$1K Buy
+548
New +$589 ﹤0.01% 1105
2020
Q2 		– Sell
-1,198
Closed -$1K – 1301
2020
Q1 		$1K Buy
1,198
+745
+164% +$1K ﹤0.01% 966
2019
Q4 		$1K Buy
+453
New +$787 ﹤0.01% 855

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
DA
Denali Advisors San Diego, California $900M AUM 28.25% 1-Year Est. Return

Ellevest Inc's SB Position: Q2 2025 in Review

Ellevest Inc sold out of Safe Bulkers (SB) in Q2 2025, closing a stake of 15,599 shares — an estimated $57.6K sold.

Ellevest Inc first reported a position in SB in Q4 2019 and held it in 20 quarters. The position peaked at $184K in Q2 2024. 128 funds tracked by Wall St. Rank hold SB as of Q2 2025.

  • Ellevest Inc reported no remaining Safe Bulkers position as of Q2 2025 after selling out during the quarter.
  • Ellevest Inc sold 15,599 Safe Bulkers shares in Q2 2025, an estimated $57.6K.
  • Ellevest Inc first reported a position in Safe Bulkers in Q4 2019 and held it in 20 quarters.
  • Ellevest Inc's Safe Bulkers position peaked at $184K in Q2 2024.
  • 128 funds tracked by Wall St. Rank held Safe Bulkers as of Q2 2025.

Based on Ellevest Inc's 13F filing for Q2 2025, filed 5 Aug 2025.