Summit Securities Group’s Safehold SAFE Stock Holding History

Summit Securities Group’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 Q4	–	Sell	-21	Closed	-$1K	–	1347
2022 Q3	$1K	Buy	+21	New	+$1.46K	﹤0.01%	885

Other funds holding SAFE

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

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

NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return

Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return

Summit Securities Group's SAFE Position: Q4 2022 in Review

Summit Securities Group sold out of Safehold (SAFE) in Q4 2022, closing a stake of 21 shares — an estimated $1K sold.

Summit Securities Group first reported a position in SAFE in Q3 2022 and held it in 1 quarter. The position peaked at $1K in Q3 2022. 203 funds tracked by Wall St. Rank hold SAFE as of Q4 2022.

Summit Securities Group reported no remaining Safehold position as of Q4 2022 after selling out during the quarter.
Summit Securities Group sold 21 Safehold shares in Q4 2022, an estimated $1K.
Summit Securities Group first reported a position in Safehold in Q3 2022 and held it in 1 quarter.
Summit Securities Group's Safehold position peaked at $1K in Q3 2022.
203 funds tracked by Wall St. Rank held Safehold as of Q4 2022.

Based on Summit Securities Group's 13F filing for Q4 2022, filed 13 Feb 2023.