Lido Advisors’s Safety Insurance SAFT Stock Holding History

Lido 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 Q3	–	Sell	-3,491	Closed	-$338K	–	1023
2022 Q2	$338K	Buy	+3,491	New	+$314K	﹤0.01%	682

Other funds holding SAFT

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Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

SRB Corp Boston, Massachusetts $1.63B AUM 20.77% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lido Advisors's SAFT Position: Q3 2022 in Review

Lido Advisors sold out of Safety Insurance (SAFT) in Q3 2022, closing a stake of 3,491 shares — an estimated $338K sold.

Lido Advisors first reported a position in SAFT in Q2 2022 and held it in 1 quarter. The position peaked at $338K in Q2 2022. 175 funds tracked by Wall St. Rank hold SAFT as of Q3 2022.

Lido Advisors reported no remaining Safety Insurance position as of Q3 2022 after selling out during the quarter.
Lido Advisors sold 3,491 Safety Insurance shares in Q3 2022, an estimated $338K.
Lido Advisors first reported a position in Safety Insurance in Q2 2022 and held it in 1 quarter.
Lido Advisors's Safety Insurance position peaked at $338K in Q2 2022.
175 funds tracked by Wall St. Rank held Safety Insurance as of Q3 2022.

Based on Lido Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.