Safeguard Financial’s Invitation Homes INVH Stock Holding History

Safeguard Financial’s Portfolio INVH Stock Details INVH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-106	Closed	-$3K	–	299
2023 Q2	$3K	Buy	+106	New	+$3.54K	﹤0.01%	439

Other funds holding INVH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Safeguard Financial's INVH Position: Q3 2023 in Review

Safeguard Financial sold out of Invitation Homes (INVH) in Q3 2023, closing a stake of 106 shares — an estimated $3K sold.

Safeguard Financial first reported a position in INVH in Q2 2023 and held it in 1 quarter. The position peaked at $3K in Q2 2023. 485 funds tracked by Wall St. Rank hold INVH as of Q3 2023.

Safeguard Financial reported no remaining Invitation Homes position as of Q3 2023 after selling out during the quarter.
Safeguard Financial sold 106 Invitation Homes shares in Q3 2023, an estimated $3K.
Safeguard Financial first reported a position in Invitation Homes in Q2 2023 and held it in 1 quarter.
Safeguard Financial's Invitation Homes position peaked at $3K in Q2 2023.
485 funds tracked by Wall St. Rank held Invitation Homes as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.