EPG Wealth Management’s Safehold SAFE Stock Holding History

EPG Wealth 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
2020 Q2	–	Sell	-84	Closed	-$4K	–	631
2020 Q1	$4K	Buy	84 +1	+1%	+$67	﹤0.01%	634
2019 Q4	$6K	Buy	+83	New	+$5.25K	﹤0.01%	494

Other funds holding SAFE

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

EPG Wealth Management's SAFE Position: Q2 2020 in Review

EPG Wealth Management sold out of Safehold (SAFE) in Q2 2020, closing a stake of 84 shares — an estimated $4K sold.

EPG Wealth Management first reported a position in SAFE in Q4 2019 and held it in 2 quarters. The position peaked at $6K in Q4 2019. 166 funds tracked by Wall St. Rank hold SAFE as of Q2 2020.

EPG Wealth Management reported no remaining Safehold position as of Q2 2020 after selling out during the quarter.
EPG Wealth Management sold 84 Safehold shares in Q2 2020, an estimated $4K.
EPG Wealth Management first reported a position in Safehold in Q4 2019 and held it in 2 quarters.
EPG Wealth Management's Safehold position peaked at $6K in Q4 2019.
166 funds tracked by Wall St. Rank held Safehold as of Q2 2020.

Based on EPG Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.