MFG
SAFE

Magnus Financial Group’s Safehold SAFE Stock Holding History

Magnus Financial Group’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
2020
Q3 		– Sell
-4,302
Closed -$258K – 572
2020
Q2 		$258K Buy
4,302
+1,317
+44% +$66.3K 0.03% 435
2020
Q1 		$154K Buy
+2,985
New +$201K 0.02% 492

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
JG
Jefferies Group New York $12B AUM 6.2% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Magnus Financial Group's SAFE Position: Q3 2020 in Review

Magnus Financial Group sold out of Safehold (SAFE) in Q3 2020, closing a stake of 4,302 shares — an estimated $258K sold.

Magnus Financial Group first reported a position in SAFE in Q1 2020 and held it in 2 quarters. The position peaked at $258K in Q2 2020. 158 funds tracked by Wall St. Rank hold SAFE as of Q3 2020.

  • Magnus Financial Group reported no remaining Safehold position as of Q3 2020 after selling out during the quarter.
  • Magnus Financial Group sold 4,302 Safehold shares in Q3 2020, an estimated $258K.
  • Magnus Financial Group first reported a position in Safehold in Q1 2020 and held it in 2 quarters.
  • Magnus Financial Group's Safehold position peaked at $258K in Q2 2020.
  • 158 funds tracked by Wall St. Rank held Safehold as of Q3 2020.

Based on Magnus Financial Group's 13F filing for Q3 2020, filed 5 Nov 2020.