Valeo Financial Advisors’s Safehold Inc. SAFE Stock Holding History

Valeo 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
2020 Q3	–	Sell	-10	Closed	-$1K	–	2316
2020 Q2	$1K	Buy	+10	New	+$548	﹤0.01%	2021

Other funds holding SAFE

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

UIC

Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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

Valeo Financial Advisors's SAFE Position: Q3 2020 in Review

Valeo Financial Advisors sold out of Safehold Inc. (SAFE) in Q3 2020, closing a stake of 10 shares — an estimated $1K sold.

Valeo Financial Advisors first reported a position in SAFE in Q2 2020 and held it in 1 quarter. The position peaked at $1K in Q2 2020. 151 funds tracked by Wall St. Rank hold SAFE as of Q3 2020.

Valeo Financial Advisors reported no remaining Safehold Inc. position as of Q3 2020 after selling out during the quarter.
Valeo Financial Advisors sold 10 Safehold Inc. shares in Q3 2020, an estimated $1K.
Valeo Financial Advisors first reported a position in Safehold Inc. in Q2 2020 and held it in 1 quarter.
Valeo Financial Advisors's Safehold Inc. position peaked at $1K in Q2 2020.
151 funds tracked by Wall St. Rank held Safehold Inc. as of Q3 2020.

Based on Valeo Financial Advisors's 13F filing for Q3 2020, filed 28 Oct 2020.