LPL Financial’s Safe Bulkers SB Stock Holding History

LPL Financial’s Portfolio SB Stock Details SB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-13,089	Closed	-$67.8K	–	5413
2024 Q3	$67.8K	Buy	13,089 +2,827	+28%	+$14.5K	﹤0.01%	4955
2024 Q2	$59.7K	Buy	+10,262	New	+$55.3K	﹤0.01%	4820
2023 Q4	–	Sell	-13,925	Closed	-$45.1K	–	4885
2023 Q3	$45.1K	Sell	13,925 -123,136	-90%	-$397K	﹤0.01%	4533
2023 Q2	$447K	Sell	137,061 -1,244	-0.9%	-$4.37K	﹤0.01%	3532
2023 Q1	$510K	Buy	+138,305	New	+$464K	﹤0.01%	3307
2022 Q2	–	Sell	-13,051	Closed	-$62K	–	4523
2022 Q1	$62K	Buy	+13,051	New	+$53.3K	﹤0.01%	4035
2021 Q4	–	Sell	-46,570	Closed	-$241K	–	4446
2021 Q3	$241K	Buy	46,570 +1,516	+3%	+$5.85K	﹤0.01%	3818
2021 Q2	$181K	Buy	+45,054	New	+$158K	﹤0.01%	3931
2018 Q3	–	Sell	-16,213	Closed	-$55K	–	3297
2018 Q2	$55K	Hold	16,213	–	–	﹤0.01%	3148
2018 Q1	$51K	Buy	+16,213	New	+$57.4K	﹤0.01%	3118
2016 Q2	–	Sell	-14,560	Closed	-$10K	–	2924
2016 Q1	$10K	Buy	+14,560	New	+$8.59K	﹤0.01%	3078

Other funds holding SB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

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

LPL Financial's SB Position: Q4 2024 in Review

LPL Financial sold out of Safe Bulkers (SB) in Q4 2024, closing a stake of 13,089 shares — an estimated $67.8K sold.

LPL Financial first reported a position in SB in Q1 2016 and held it in 11 quarters. The position peaked at $510K in Q1 2023. 129 funds tracked by Wall St. Rank hold SB as of Q4 2024.

LPL Financial reported no remaining Safe Bulkers position as of Q4 2024 after selling out during the quarter.
LPL Financial sold 13,089 Safe Bulkers shares in Q4 2024, an estimated $67.8K.
LPL Financial first reported a position in Safe Bulkers in Q1 2016 and held it in 11 quarters.
LPL Financial's Safe Bulkers position peaked at $510K in Q1 2023.
129 funds tracked by Wall St. Rank held Safe Bulkers as of Q4 2024.

Based on LPL Financial's 13F filing for Q4 2024, filed 11 Feb 2025.