LJHT
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Laurie J. Hall Trustee’s Safety Insurance SAFT Stock Holding History

Laurie J. Hall Trustee’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
2023
Q3 		– Sell
-58
Closed -$4K – 274
2023
Q2 		$4K Buy
58
+28
+93% +$2.05K ﹤0.01% 250
2023
Q1 		$2K Buy
+30
New +$2.44K ﹤0.01% 250

Other funds holding SAFT

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Laurie J. Hall Trustee's SAFT Position: Q3 2023 in Review

Laurie J. Hall Trustee sold out of Safety Insurance (SAFT) in Q3 2023, closing a stake of 58 shares — an estimated $4K sold.

Laurie J. Hall Trustee first reported a position in SAFT in Q1 2023 and held it in 2 quarters. The position peaked at $4K in Q2 2023. 172 funds tracked by Wall St. Rank hold SAFT as of Q3 2023.

  • Laurie J. Hall Trustee reported no remaining Safety Insurance position as of Q3 2023 after selling out during the quarter.
  • Laurie J. Hall Trustee sold 58 Safety Insurance shares in Q3 2023, an estimated $4K.
  • Laurie J. Hall Trustee first reported a position in Safety Insurance in Q1 2023 and held it in 2 quarters.
  • Laurie J. Hall Trustee's Safety Insurance position peaked at $4K in Q2 2023.
  • 172 funds tracked by Wall St. Rank held Safety Insurance as of Q3 2023.

Based on Laurie J. Hall Trustee's 13F filing for Q3 2023, filed 12 Oct 2023.