HGWM
SAFE

Harvest Group Wealth Management’s Safehold Inc. SAFE Stock Holding History

Harvest Group 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
2021
Q1 		– Sell
-3
Closed – – 836
2020
Q4 		$0 Hold
3
– – ﹤0.01% 915
2020
Q3 		$0 Hold
3
– – ﹤0.01% 906
2020
Q2 		$0 Hold
3
– – ﹤0.01% 966
2020
Q1 		$0 Buy
+3
New +$152 ﹤0.01% 1191

Other funds holding SAFE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return
LAMC
Lubert-Adler Management Company Philadelphia, Pennsylvania $49.3M AUM 17.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Harvest Group Wealth Management's SAFE Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Safehold Inc. (SAFE) in Q1 2021, closing a stake of 3 shares.

Harvest Group Wealth Management first reported a position in SAFE in Q1 2020 and held it in 4 quarters. The position peaked at $0 in Q4 2020. 160 funds tracked by Wall St. Rank hold SAFE as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining Safehold Inc. position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 3 Safehold Inc. shares in Q1 2021.
  • Harvest Group Wealth Management first reported a position in Safehold Inc. in Q1 2020 and held it in 4 quarters.
  • Harvest Group Wealth Management's Safehold Inc. position peaked at $0 in Q4 2020.
  • 160 funds tracked by Wall St. Rank held Safehold Inc. as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.