Stifel Financial
SAFE

Stifel Financial’s Safehold SAFE Stock Holding History

Stifel Financial’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
2022
Q2 		– Sell
-7,172
Closed -$817K – 3444
2022
Q1 		$817K Buy
7,172
+55
+0.8% +$6.43K ﹤0.01% 2261
2021
Q4 		$895K Sell
7,117
-23
-0.3% -$2.8K ﹤0.01% 2206
2021
Q3 		$872K Buy
+7,140
New +$861K ﹤0.01% 2201
2019
Q2 		– Sell
-2,076
Closed -$85K – 3036
2019
Q1 		$85K Sell
2,076
-886
-30% -$39.1K ﹤0.01% 2713
2018
Q4 		$132K Sell
2,962
-794
-21% -$40.2K ﹤0.01% 2526
2018
Q3 		$204K Buy
+3,756
New +$198K ﹤0.01% 2570
2014
Q4 		– Sell
-2,802
Closed -$184K – 2432
2014
Q3 		$184K Buy
+2,802
New +$198K ﹤0.01% 2029

Other funds holding SAFE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JCI
Jet Capital Investors New York $51M AUM 48.01% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
NTCM
Nut Tree Capital Management New York $245M AUM 34.1% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Stifel Financial's SAFE Position: Q2 2022 in Review

Stifel Financial sold out of Safehold (SAFE) in Q2 2022, closing a stake of 7,172 shares — an estimated $817K sold.

Stifel Financial first reported a position in SAFE in Q3 2014 and held it in 7 quarters. The position peaked at $895K in Q4 2021. 203 funds tracked by Wall St. Rank hold SAFE as of Q2 2022.

  • Stifel Financial reported no remaining Safehold position as of Q2 2022 after selling out during the quarter.
  • Stifel Financial sold 7,172 Safehold shares in Q2 2022, an estimated $817K.
  • Stifel Financial first reported a position in Safehold in Q3 2014 and held it in 7 quarters.
  • Stifel Financial's Safehold position peaked at $895K in Q4 2021.
  • 203 funds tracked by Wall St. Rank held Safehold as of Q2 2022.

Based on Stifel Financial's 13F filing for Q2 2022, filed 15 Aug 2022.