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Orion Portfolio Solutions’s Safety Insurance SAFT Stock Holding History

Orion Portfolio Solutions’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
2020
Q3 		– Sell
-14
Closed -$1K – 1724
2020
Q2 		$1K Buy
+14
New +$1.1K ﹤0.01% 2063
2020
Q1 		– Sell
-14
Closed -$1K – 2252
2019
Q4 		$1K Buy
+14
New +$1.36K ﹤0.01% 1720

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Orion Portfolio Solutions's SAFT Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of Safety Insurance (SAFT) in Q3 2020, closing a stake of 14 shares — an estimated $1K sold.

Orion Portfolio Solutions first reported a position in SAFT in Q4 2019 and held it in 2 quarters. The position peaked at $1K in Q2 2020. 162 funds tracked by Wall St. Rank hold SAFT as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining Safety Insurance position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 14 Safety Insurance shares in Q3 2020, an estimated $1K.
  • Orion Portfolio Solutions first reported a position in Safety Insurance in Q4 2019 and held it in 2 quarters.
  • Orion Portfolio Solutions's Safety Insurance position peaked at $1K in Q2 2020.
  • 162 funds tracked by Wall St. Rank held Safety Insurance as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.