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FormulaFolio Investments’s Safe Bulkers SB Stock Holding History

FormulaFolio 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
2021
Q1 		– Sell
-17,000
Closed -$22K – 738
2020
Q4 		$22K Buy
+17,000
New +$18.3K ﹤0.01% 664

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MHP
Manatuck Hill Partners Westport, Connecticut $370M AUM 95.53% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

FormulaFolio Investments's SB Position: Q1 2021 in Review

FormulaFolio Investments sold out of Safe Bulkers (SB) in Q1 2021, closing a stake of 17,000 shares — an estimated $22K sold.

FormulaFolio Investments first reported a position in SB in Q4 2020 and held it in 1 quarter. The position peaked at $22K in Q4 2020. 68 funds tracked by Wall St. Rank hold SB as of Q1 2021.

  • FormulaFolio Investments reported no remaining Safe Bulkers position as of Q1 2021 after selling out during the quarter.
  • FormulaFolio Investments sold 17,000 Safe Bulkers shares in Q1 2021, an estimated $22K.
  • FormulaFolio Investments first reported a position in Safe Bulkers in Q4 2020 and held it in 1 quarter.
  • FormulaFolio Investments's Safe Bulkers position peaked at $22K in Q4 2020.
  • 68 funds tracked by Wall St. Rank held Safe Bulkers as of Q1 2021.

Based on FormulaFolio Investments's 13F filing for Q1 2021, filed 28 May 2021.