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Jackson Wealth Management’s Safety Insurance SAFT Stock Holding History

Jackson Wealth Management’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
2020
Q2 		– Sell
-8,504
Closed -$650K – 132
2020
Q1 		$650K Buy
8,504
+1,434
+20% +$125K 0.14% 91
2019
Q4 		$670K Buy
7,070
+450
+7% +$43.9K 0.11% 129
2019
Q3 		$650K Buy
+6,620
New +$647K 0.14% 110

Other funds holding SAFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SC
SRB Corp Boston, Massachusetts $1.86B AUM 39.81% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Jackson Wealth Management's SAFT Position: Q2 2020 in Review

Jackson Wealth Management sold out of Safety Insurance (SAFT) in Q2 2020, closing a stake of 8,504 shares — an estimated $650K sold.

Jackson Wealth Management first reported a position in SAFT in Q3 2019 and held it in 3 quarters. The position peaked at $670K in Q4 2019. 157 funds tracked by Wall St. Rank hold SAFT as of Q2 2020.

  • Jackson Wealth Management reported no remaining Safety Insurance position as of Q2 2020 after selling out during the quarter.
  • Jackson Wealth Management sold 8,504 Safety Insurance shares in Q2 2020, an estimated $650K.
  • Jackson Wealth Management first reported a position in Safety Insurance in Q3 2019 and held it in 3 quarters.
  • Jackson Wealth Management's Safety Insurance position peaked at $670K in Q4 2019.
  • 157 funds tracked by Wall St. Rank held Safety Insurance as of Q2 2020.

Based on Jackson Wealth Management's 13F filing for Q2 2020, filed 27 Jul 2020.