HighTower Advisors’s Safe Bulkers SB Stock Holding History

HighTower Advisors’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
2022 Q3	–	Sell	-27,500	Closed	-$105K	–	3365
2022 Q2	$105K	Buy	+27,500	New	+$117K	﹤0.01%	2779
2014 Q2	–	Sell	-92,254	Closed	-$545K	–	1695
2014 Q1	$545K	Buy	92,254 +34,113	+59%	+$339K	0.01%	953
2013 Q4	$605K	Buy	58,141 +26,910	+86%	+$214K	0.01%	893
2013 Q3	$340K	Buy	+31,231	New	+$184K	0.01%	985

Other funds holding SB

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

HighTower Advisors's SB Position: Q3 2022 in Review

HighTower Advisors sold out of Safe Bulkers (SB) in Q3 2022, closing a stake of 27,500 shares — an estimated $105K sold.

HighTower Advisors first reported a position in SB in Q3 2013 and held it in 4 quarters. The position peaked at $605K in Q4 2013. 110 funds tracked by Wall St. Rank hold SB as of Q3 2022.

HighTower Advisors reported no remaining Safe Bulkers position as of Q3 2022 after selling out during the quarter.
HighTower Advisors sold 27,500 Safe Bulkers shares in Q3 2022, an estimated $105K.
HighTower Advisors first reported a position in Safe Bulkers in Q3 2013 and held it in 4 quarters.
HighTower Advisors's Safe Bulkers position peaked at $605K in Q4 2013.
110 funds tracked by Wall St. Rank held Safe Bulkers as of Q3 2022.

Based on HighTower Advisors's 13F filing for Q3 2022, filed 9 Nov 2022.