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Simplicity Wealth’s Safe Bulkers SB Stock Holding History

Simplicity 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
Q3 		– Sell
-20,650
Closed -$120K – 1066
2024
Q2 		$120K Sell
20,650
-793
-4% -$4.27K ﹤0.01% 1167
2024
Q1 		$106K Buy
+21,443
New +$94.4K ﹤0.01% 1107

Other funds holding SB

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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 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
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Simplicity Wealth's SB Position: Q3 2024 in Review

Simplicity Wealth sold out of Safe Bulkers (SB) in Q3 2024, closing a stake of 20,650 shares — an estimated $120K sold.

Simplicity Wealth first reported a position in SB in Q1 2024 and held it in 2 quarters. The position peaked at $120K in Q2 2024. 131 funds tracked by Wall St. Rank hold SB as of Q3 2024.

  • Simplicity Wealth reported no remaining Safe Bulkers position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 20,650 Safe Bulkers shares in Q3 2024, an estimated $120K.
  • Simplicity Wealth first reported a position in Safe Bulkers in Q1 2024 and held it in 2 quarters.
  • Simplicity Wealth's Safe Bulkers position peaked at $120K in Q2 2024.
  • 131 funds tracked by Wall St. Rank held Safe Bulkers as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.