ZIM
SAFE

Zacks Investment Management’s Safehold SAFE Stock Holding History

Zacks Investment 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
2022
Q1 		– Sell
-5,771
Closed -$726K – 651
2021
Q4 		$726K Buy
+5,771
New +$703K 0.01% 410
2016
Q1 		– Sell
-10,424
Closed -$595K – 671
2015
Q4 		$595K Buy
+10,424
New +$638K 0.02% 389
2015
Q2 		– Sell
-2,559
Closed -$162K – 714
2015
Q1 		$162K Buy
+2,559
New +$164K 0.01% 605
2013
Q4 		– Sell
-6,912
Closed -$405K – 735
2013
Q3 		$405K Sell
6,912
-384
-5% -$21.5K 0.02% 413
2013
Q2 		$401K Buy
+7,296
New +$408K 0.02% 393

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
JCI
Jet Capital Investors New York $51M AUM 48.01% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Zacks Investment Management's SAFE Position: Q1 2022 in Review

Zacks Investment Management sold out of Safehold (SAFE) in Q1 2022, closing a stake of 5,771 shares — an estimated $726K sold.

Zacks Investment Management first reported a position in SAFE in Q2 2013 and held it in 5 quarters. The position peaked at $726K in Q4 2021. 214 funds tracked by Wall St. Rank hold SAFE as of Q1 2022.

  • Zacks Investment Management reported no remaining Safehold position as of Q1 2022 after selling out during the quarter.
  • Zacks Investment Management sold 5,771 Safehold shares in Q1 2022, an estimated $726K.
  • Zacks Investment Management first reported a position in Safehold in Q2 2013 and held it in 5 quarters.
  • Zacks Investment Management's Safehold position peaked at $726K in Q4 2021.
  • 214 funds tracked by Wall St. Rank held Safehold as of Q1 2022.

Based on Zacks Investment Management's 13F filing for Q1 2022, filed 13 May 2022.