MFT
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Moisand Fitzgerald Tamayo’s Safety Insurance SAFT Stock Holding History

Moisand Fitzgerald Tamayo’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
-49
Closed -$3.52K – 815
2023
Q2 		$3.52K Hold
49
– – ﹤0.01% 449
2023
Q1 		$3.65K Hold
49
– – ﹤0.01% 456
2022
Q4 		$4.13K Hold
49
– – ﹤0.01% 434
2022
Q3 		$4K Buy
+49
New +$4.42K ﹤0.01% 413

Other funds holding SAFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SC
SRB Corp Boston, Massachusetts $1.86B AUM 39.81% 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 $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Moisand Fitzgerald Tamayo's SAFT Position: Q3 2023 in Review

Moisand Fitzgerald Tamayo sold out of Safety Insurance (SAFT) in Q3 2023, closing a stake of 49 shares — an estimated $3.52K sold.

Moisand Fitzgerald Tamayo first reported a position in SAFT in Q3 2022 and held it in 4 quarters. The position peaked at $4.13K in Q4 2022. 172 funds tracked by Wall St. Rank hold SAFT as of Q3 2023.

  • Moisand Fitzgerald Tamayo reported no remaining Safety Insurance position as of Q3 2023 after selling out during the quarter.
  • Moisand Fitzgerald Tamayo sold 49 Safety Insurance shares in Q3 2023, an estimated $3.52K.
  • Moisand Fitzgerald Tamayo first reported a position in Safety Insurance in Q3 2022 and held it in 4 quarters.
  • Moisand Fitzgerald Tamayo's Safety Insurance position peaked at $4.13K in Q4 2022.
  • 172 funds tracked by Wall St. Rank held Safety Insurance as of Q3 2023.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q3 2023, filed 20 Oct 2023.