EFS
SAFE

Essex Financial Services’s Safehold SAFE Stock Holding History

Essex Financial Services’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
2022
Q1 		– Sell
-1,644
Closed -$207K – 522
2021
Q4 		$207K Hold
1,644
– – 0.02% 473
2021
Q3 		$201K Buy
+1,644
New +$198K 0.02% 448

Other funds holding SAFE

BlackRock
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
JCI
Jet Capital Investors New York $51M AUM 48.01% 1-Year Est. Return
NTCM
Nut Tree Capital Management New York $245M AUM 34.1% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Essex Financial Services's SAFE Position: Q1 2022 in Review

Essex Financial Services sold out of Safehold (SAFE) in Q1 2022, closing a stake of 1,644 shares — an estimated $207K sold.

Essex Financial Services first reported a position in SAFE in Q3 2021 and held it in 2 quarters. The position peaked at $207K in Q4 2021. 214 funds tracked by Wall St. Rank hold SAFE as of Q1 2022.

  • Essex Financial Services reported no remaining Safehold position as of Q1 2022 after selling out during the quarter.
  • Essex Financial Services sold 1,644 Safehold shares in Q1 2022, an estimated $207K.
  • Essex Financial Services first reported a position in Safehold in Q3 2021 and held it in 2 quarters.
  • Essex Financial Services's Safehold position peaked at $207K in Q4 2021.
  • 214 funds tracked by Wall St. Rank held Safehold as of Q1 2022.

Based on Essex Financial Services's 13F filing for Q1 2022, filed 21 Apr 2022.