SS
SAFE

Simplicity Solutions’s Safehold Inc. SAFE Stock Holding History

Simplicity Solutions’s Portfolio SAFE Stock Details SAFE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-2,680
Closed -$210K – 623
2021
Q2 		$210K Sell
2,680
-580
-18% -$41.8K 0.04% 490
2021
Q1 		$229K Buy
+3,260
New +$246K 0.05% 436

Other funds holding SAFE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $10B AUM 30.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $1.07B AUM 34.04% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return

Simplicity Solutions's SAFE Position: Q3 2021 in Review

Simplicity Solutions sold out of Safehold Inc. (SAFE) in Q3 2021, closing a stake of 2,680 shares — an estimated $210K sold.

Simplicity Solutions first reported a position in SAFE in Q1 2021 and held it in 2 quarters. The position peaked at $229K in Q1 2021. 183 funds tracked by Wall St. Rank hold SAFE as of Q3 2021.

  • Simplicity Solutions reported no remaining Safehold Inc. position as of Q3 2021 after selling out during the quarter.
  • Simplicity Solutions sold 2,680 Safehold Inc. shares in Q3 2021, an estimated $210K.
  • Simplicity Solutions first reported a position in Safehold Inc. in Q1 2021 and held it in 2 quarters.
  • Simplicity Solutions's Safehold Inc. position peaked at $229K in Q1 2021.
  • 183 funds tracked by Wall St. Rank held Safehold Inc. as of Q3 2021.

Based on Simplicity Solutions's 13F filing for Q3 2021, filed 9 Nov 2021.