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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
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
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Navellier & Associates's SB Position: Q4 2024 in Review

Navellier & Associates sold out of Safe Bulkers (SB) in Q4 2024, closing a stake of 87,119 shares — an estimated $451K sold.

Navellier & Associates first reported a position in SB in Q1 2018 and held it in 8 quarters. The position peaked at $847K in Q1 2022. 130 funds tracked by Wall St. Rank hold SB as of Q4 2024.

  • Navellier & Associates reported no remaining Safe Bulkers position as of Q4 2024 after selling out during the quarter.
  • Navellier & Associates sold 87,119 Safe Bulkers shares in Q4 2024, an estimated $451K.
  • Navellier & Associates first reported a position in Safe Bulkers in Q1 2018 and held it in 8 quarters.
  • Navellier & Associates's Safe Bulkers position peaked at $847K in Q1 2022.
  • 130 funds tracked by Wall St. Rank held Safe Bulkers as of Q4 2024.

Based on Navellier & Associates's 13F filing for Q4 2024, filed 3 Feb 2025.