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Naviter Wealth’s Safe Bulkers SB Stock Holding History

Naviter Wealth’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
-17,982
Closed -$93.1K – 305
2024
Q3 		$93.1K Hold
17,982
– – 0.01% 237
2024
Q2 		$105K Hold
17,982
– – 0.02% 228
2024
Q1 		$89.2K Hold
17,982
– – 0.01% 228
2023
Q4 		$70.7K Hold
17,982
– – 0.01% 217
2023
Q3 		$58.3K Sell
17,982
-3,632
-17% -$11.7K 0.01% 209
2023
Q2 		$70.5K Buy
21,614
+4,104
+23% +$14.4K 0.02% 228
2023
Q1 		$64.6K Sell
17,510
-973
-5% -$3.27K 0.02% 192
2022
Q4 		$58.2K Buy
+18,483
New +$51.2K 0.02% 190

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

Naviter Wealth's SB Position: Q4 2024 in Review

Naviter Wealth sold out of Safe Bulkers (SB) in Q4 2024, closing a stake of 17,982 shares — an estimated $93.1K sold.

Naviter Wealth first reported a position in SB in Q4 2022 and held it in 8 quarters. The position peaked at $105K in Q2 2024. 129 funds tracked by Wall St. Rank hold SB as of Q4 2024.

  • Naviter Wealth reported no remaining Safe Bulkers position as of Q4 2024 after selling out during the quarter.
  • Naviter Wealth sold 17,982 Safe Bulkers shares in Q4 2024, an estimated $93.1K.
  • Naviter Wealth first reported a position in Safe Bulkers in Q4 2022 and held it in 8 quarters.
  • Naviter Wealth's Safe Bulkers position peaked at $105K in Q2 2024.
  • 129 funds tracked by Wall St. Rank held Safe Bulkers as of Q4 2024.

Based on Naviter Wealth's 13F filing for Q4 2024, filed 7 Feb 2025.