SFM
SAFE

Systematic Financial Management’s Safehold SAFE Stock Holding History

Systematic Financial Management’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
2024
Q4 		– Sell
-43,075
Closed -$1.13M – 313
2024
Q3 		$1.13M Buy
+43,075
New +$1.02M 0.03% 205

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
MC
MSD Capital New York $87.3M AUM 21.75% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Systematic Financial Management's SAFE Position: Q4 2024 in Review

Systematic Financial Management sold out of Safehold (SAFE) in Q4 2024, closing a stake of 43,075 shares — an estimated $1.13M sold.

Systematic Financial Management first reported a position in SAFE in Q3 2024 and held it in 1 quarter. The position peaked at $1.13M in Q3 2024. 197 funds tracked by Wall St. Rank hold SAFE as of Q4 2024.

  • Systematic Financial Management reported no remaining Safehold position as of Q4 2024 after selling out during the quarter.
  • Systematic Financial Management sold 43,075 Safehold shares in Q4 2024, an estimated $1.13M.
  • Systematic Financial Management first reported a position in Safehold in Q3 2024 and held it in 1 quarter.
  • Systematic Financial Management's Safehold position peaked at $1.13M in Q3 2024.
  • 197 funds tracked by Wall St. Rank held Safehold as of Q4 2024.

Based on Systematic Financial Management's 13F filing for Q4 2024, filed 14 Feb 2025.