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IndexIQ Advisors’s Safety Insurance SAFT Stock Holding History

IndexIQ Advisors’s Portfolio SAFT Stock Details SAFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		$415K Sell
4,563
-450
-9% -$38.4K 0.01% 487
2021
Q4 		$426K Sell
5,013
-323
-6% -$25.9K 0.01% 718
2021
Q3 		$423K Buy
5,336
+534
+11% +$42.1K 0.01% 755
2021
Q2 		$376K Buy
4,802
+92
+2% +$7.67K 0.01% 824
2021
Q1 		$397K Buy
+4,710
New +$379K 0.01% 800

Other funds holding SAFT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SC
SRB Corp Boston, Massachusetts $1.63B AUM 20.77% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return

IndexIQ Advisors's SAFT Position: Q1 2022 in Review

IndexIQ Advisors reduced its Safety Insurance (SAFT) stake by 9% in Q1 2022, selling an estimated $38.4K and leaving 4,563 shares worth $415K. The position accounts for 0.01% of the portfolio, ranked #487.

IndexIQ Advisors first reported a position in SAFT in Q1 2021 and has held it in 5 quarters since. The position peaked at $426K in Q4 2021. 180 funds tracked by Wall St. Rank hold SAFT as of Q1 2022.

  • IndexIQ Advisors held 4,563 shares of Safety Insurance worth $415K as of Q1 2022.
  • IndexIQ Advisors sold 450 Safety Insurance shares in Q1 2022, an estimated $38.4K.
  • Safety Insurance made up 0.01% of IndexIQ Advisors's portfolio in Q1 2022, its #487 holding.
  • IndexIQ Advisors first reported a position in Safety Insurance in Q1 2021 and has held it in 5 quarters since.
  • IndexIQ Advisors's Safety Insurance position peaked at $426K in Q4 2021.
  • 180 funds tracked by Wall St. Rank held Safety Insurance as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.