Lazard Asset Management
SAFE

Lazard Asset Management’s Safehold SAFE Stock Holding History

Lazard Asset Management’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
Q1 		– Sell
-329
Closed -$15K – 2515
2022
Q4 		$15K Buy
+329
New +$15.9K ﹤0.01% 2169
2020
Q4 		– Sell
-284
Closed -$16K – 1961
2020
Q3 		$16K Hold
284
– – ﹤0.01% 1455
2020
Q2 		$17K Sell
284
-40,401
-99% -$2.03M ﹤0.01% 1457
2020
Q1 		$2.1M Buy
40,685
+27,242
+203% +$1.84M ﹤0.01% 653
2019
Q4 		$949K Buy
+13,443
New +$851K ﹤0.01% 754
2015
Q2 		– Sell
-453
Closed -$28K – 1173
2015
Q1 		$28K Buy
+453
New +$29.1K ﹤0.01% 1014

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
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
GA
GRS Advisors Chicago, Illinois $1.01B AUM 13.12% 1-Year Est. Return

Lazard Asset Management's SAFE Position: Q1 2023 in Review

Lazard Asset Management sold out of Safehold (SAFE) in Q1 2023, closing a stake of 329 shares — an estimated $15K sold.

Lazard Asset Management first reported a position in SAFE in Q1 2015 and held it in 6 quarters. The position peaked at $2.1M in Q1 2020. 166 funds tracked by Wall St. Rank hold SAFE as of Q1 2023.

  • Lazard Asset Management reported no remaining Safehold position as of Q1 2023 after selling out during the quarter.
  • Lazard Asset Management sold 329 Safehold shares in Q1 2023, an estimated $15K.
  • Lazard Asset Management first reported a position in Safehold in Q1 2015 and held it in 6 quarters.
  • Lazard Asset Management's Safehold position peaked at $2.1M in Q1 2020.
  • 166 funds tracked by Wall St. Rank held Safehold as of Q1 2023.

Based on Lazard Asset Management's 13F filing for Q1 2023, filed 15 May 2023.