Navellier & Associates’s Safe Bulkers SB Stock Holding History

Navellier & Associates’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
2026 Q2	$919K	Buy	+145,586	New	+$973K	0.07%	185
2024 Q4	–	Sell	-87,119	Closed	-$451K	–	356
2024 Q3	$451K	Sell	87,119 -3,232	-4%	-$16.6K	0.06%	230
2024 Q2	$526K	Buy	+90,351	New	+$487K	0.06%	237
2022 Q4	–	Sell	-172,750	Closed	-$427K	–	281
2022 Q3	$427K	Sell	172,750 -2,449	-1%	-$8.28K	0.09%	180
2022 Q2	$669K	Sell	175,199 -2,694	-2%	-$11.5K	0.14%	150
2022 Q1	$847K	Buy	177,893 +14,949	+9%	+$61K	0.14%	132
2021 Q4	$614K	Buy	+162,944	New	+$664K	0.09%	187
2018 Q3	–	Sell	-152,816	Closed	-$520K	–	329
2018 Q2	$520K	Sell	152,816 -833	-0.5%	-$2.77K	0.07%	192
2018 Q1	$487K	Buy	+153,649	New	+$544K	0.07%	182

Other funds holding SB

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

FAM

Fearnley Asset Management Oslo $278M AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Navellier & Associates's SB Position: Q2 2026 in Review

Navellier & Associates opened a new position in Safe Bulkers (SB) in Q2 2026: 145,586 shares worth $919K. The stake represents 0.07% of the portfolio and ranks #185 among its holdings. This is a return to the name: Navellier & Associates previously reported a position in SB as recently as Q3 2024.

Navellier & Associates first reported a position in SB in Q1 2018 and has held it in 9 quarters since. 159 funds tracked by Wall St. Rank hold SB as of Q2 2026.

Navellier & Associates held 145,586 shares of Safe Bulkers worth $919K as of Q2 2026.
Safe Bulkers was a new Navellier & Associates position in Q2 2026.
Safe Bulkers made up 0.07% of Navellier & Associates's portfolio in Q2 2026, its #185 holding.
Navellier & Associates first reported a position in Safe Bulkers in Q1 2018 and has held it in 9 quarters since.
159 funds tracked by Wall St. Rank held Safe Bulkers as of Q2 2026.

Based on Navellier & Associates's 13F filing for Q2 2026, filed 4 Aug 2026.