HighTower Advisors
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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
2023
Q2 		– Sell
-19,500
Closed -$7.28K – 3647
2023
Q1 		$7.28K Buy
+19,500
New +$65.5K ﹤0.01% 3211
2022
Q3 		– Sell
-75,000
Closed -$12K – 3364
2022
Q2 		$12K Buy
+75,000
New +$320K ﹤0.01% 3051

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State Street
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Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
American Century Companies
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Vanguard Group
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.