UCFA
SAFE

United Capital Financial Advisors’s Safehold SAFE Stock Holding History

United Capital Financial Advisors’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
Q1 		– Sell
-9,833
Closed -$230K – 1120
2023
Q4 		$230K Buy
+9,833
New +$185K ﹤0.01% 960
2015
Q3 		– Sell
-2,408
Closed -$156K – 1308
2015
Q2 		$156K Sell
2,408
-5,707
-70% -$386K ﹤0.01% 1205
2015
Q1 		$535K Sell
8,115
-2
-0% -$128 0.01% 872
2014
Q4 		$539K Buy
8,117
+1,520
+23% +$101K 0.01% 799
2014
Q3 		$434K Sell
6,597
-848
-11% -$60K 0.01% 826
2014
Q2 		$543K Buy
7,445
+1,383
+23% +$97.9K 0.01% 665
2014
Q1 		$436K Buy
6,062
+3,063
+102% +$225K 0.01% 664
2013
Q4 		$208K Buy
2,999
+268
+10% +$16.7K 0.01% 592
2013
Q3 		$160K Hold
2,731
– – 0.01% 651
2013
Q2 		$150K Buy
+2,731
New +$153K ﹤0.01% 669

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
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ACM
AEW Capital Management Boston, Massachusetts $1.38B AUM 4.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

United Capital Financial Advisors's SAFE Position: Q1 2024 in Review

United Capital Financial Advisors sold out of Safehold (SAFE) in Q1 2024, closing a stake of 9,833 shares — an estimated $230K sold.

United Capital Financial Advisors first reported a position in SAFE in Q2 2013 and held it in 10 quarters. The position peaked at $543K in Q2 2014. 184 funds tracked by Wall St. Rank hold SAFE as of Q1 2024.

  • United Capital Financial Advisors reported no remaining Safehold position as of Q1 2024 after selling out during the quarter.
  • United Capital Financial Advisors sold 9,833 Safehold shares in Q1 2024, an estimated $230K.
  • United Capital Financial Advisors first reported a position in Safehold in Q2 2013 and held it in 10 quarters.
  • United Capital Financial Advisors's Safehold position peaked at $543K in Q2 2014.
  • 184 funds tracked by Wall St. Rank held Safehold as of Q1 2024.

Based on United Capital Financial Advisors's 13F filing for Q1 2024, filed 15 May 2024.