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Raymond James & Associates’s Safe Bulkers SB Stock Holding History

Raymond James & 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
2023
Q4 		– Sell
-41,543
Closed -$135K – 3934
2023
Q3 		$135K Hold
41,543
– – ﹤0.01% 3547
2023
Q2 		$135K Hold
41,543
– – ﹤0.01% 3567
2023
Q1 		$153K Hold
41,543
– – ﹤0.01% 3553
2022
Q4 		$121K Buy
41,543
+11,159
+37% +$30.9K ﹤0.01% 3597
2022
Q3 		$75K Buy
+30,384
New +$103K ﹤0.01% 3656

Other funds holding SB

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Raymond James & Associates's SB Position: Q4 2023 in Review

Raymond James & Associates sold out of Safe Bulkers (SB) in Q4 2023, closing a stake of 41,543 shares — an estimated $135K sold.

Raymond James & Associates first reported a position in SB in Q3 2022 and held it in 5 quarters. The position peaked at $153K in Q1 2023. 111 funds tracked by Wall St. Rank hold SB as of Q4 2023.

  • Raymond James & Associates reported no remaining Safe Bulkers position as of Q4 2023 after selling out during the quarter.
  • Raymond James & Associates sold 41,543 Safe Bulkers shares in Q4 2023, an estimated $135K.
  • Raymond James & Associates first reported a position in Safe Bulkers in Q3 2022 and held it in 5 quarters.
  • Raymond James & Associates's Safe Bulkers position peaked at $153K in Q1 2023.
  • 111 funds tracked by Wall St. Rank held Safe Bulkers as of Q4 2023.

Based on Raymond James & Associates's 13F filing for Q4 2023, filed 16 Jan 2024.