Janney Montgomery Scott
SAFE

Janney Montgomery Scott’s Safehold SAFE Stock Holding History

Janney Montgomery Scott’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
2023
Q4 		– Sell
-74,277
Closed -$1.32M – 2740
2023
Q3 		$1.32M Buy
+74,277
New +$1.61M ﹤0.01% 1192
2018
Q4 		– Sell
-13,463
Closed -$732K – 2038
2018
Q3 		$732K Buy
13,463
+508
+4% +$26.8K 0.01% 1226
2018
Q2 		$680K Buy
+12,955
New +$667K 0.01% 1222

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
MC
MSD Capital New York $87.3M AUM 21.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Janney Montgomery Scott's SAFE Position: Q4 2023 in Review

Janney Montgomery Scott sold out of Safehold (SAFE) in Q4 2023, closing a stake of 74,277 shares — an estimated $1.32M sold.

Janney Montgomery Scott first reported a position in SAFE in Q2 2018 and held it in 3 quarters. The position peaked at $1.32M in Q3 2023. 176 funds tracked by Wall St. Rank hold SAFE as of Q4 2023.

  • Janney Montgomery Scott reported no remaining Safehold position as of Q4 2023 after selling out during the quarter.
  • Janney Montgomery Scott sold 74,277 Safehold shares in Q4 2023, an estimated $1.32M.
  • Janney Montgomery Scott first reported a position in Safehold in Q2 2018 and held it in 3 quarters.
  • Janney Montgomery Scott's Safehold position peaked at $1.32M in Q3 2023.
  • 176 funds tracked by Wall St. Rank held Safehold as of Q4 2023.

Based on Janney Montgomery Scott's 13F filing for Q4 2023, filed 8 Feb 2024.