Zacks Investment Management’s Safe Bulkers SB Stock Holding History

Zacks Investment Management’s Portfolio SB Stock Details SB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-14,797	Closed	-$86.1K	–	760
2024 Q2	$86.1K	Buy	+14,797	New	+$79.7K	﹤0.01%	593
2023 Q3	–	Sell	-14,321	Closed	-$46.7K	–	696
2023 Q2	$46.7K	Sell	14,321 -9,950	-41%	-$34.9K	﹤0.01%	625
2023 Q1	$89.6K	Buy	+24,271	New	+$81.5K	﹤0.01%	607
2022 Q3	–	Sell	-12,528	Closed	-$48K	–	640
2022 Q2	$48K	Buy	+12,528	New	+$53.5K	﹤0.01%	560
2022 Q1	–	Sell	-61,650	Closed	-$232K	–	652
2021 Q4	$232K	Buy	+61,650	New	+$251K	﹤0.01%	571
2014 Q1	–	Sell	-35,774	Closed	-$372K	–	766
2013 Q4	$372K	Buy	+35,774	New	+$284K	0.01%	492

Other funds holding SB

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

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

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Zacks Investment Management's SB Position: Q3 2024 in Review

Zacks Investment Management sold out of Safe Bulkers (SB) in Q3 2024, closing a stake of 14,797 shares — an estimated $86.1K sold.

Zacks Investment Management first reported a position in SB in Q4 2013 and held it in 6 quarters. The position peaked at $372K in Q4 2013. 131 funds tracked by Wall St. Rank hold SB as of Q3 2024.

Zacks Investment Management reported no remaining Safe Bulkers position as of Q3 2024 after selling out during the quarter.
Zacks Investment Management sold 14,797 Safe Bulkers shares in Q3 2024, an estimated $86.1K.
Zacks Investment Management first reported a position in Safe Bulkers in Q4 2013 and held it in 6 quarters.
Zacks Investment Management's Safe Bulkers position peaked at $372K in Q4 2013.
131 funds tracked by Wall St. Rank held Safe Bulkers as of Q3 2024.

Based on Zacks Investment Management's 13F filing for Q3 2024, filed 14 Nov 2024.