Ownership history in Abbot Financial Management, Inc. Β· 35 quarters on record
This page tracks every 13F SEC filing in which Abbot Financial Management, Inc. reported a position in SAFETY INS GROUP INC COM (SAFT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Abbot Financial Management, Inc. underperformed the S&P 500 by β13.4% annually on this SAFT position. Timing score: 54% (13/24 decisions correct). Average cost basis: $47.79. Maximum drawdown during holding period: β28.8%.
β Significantly underperformed the S&P 500 by 13.4% ann.
11 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
13 of 24 add/trim decisions correct
Best entry: $46.88 (2017 Q2) Β· Worst: $63.98 (2019 Q1)
πͺ Held through 2 major drawdowns (>20%).
4 adds Β· 20 trims. Bought during 1 of 14 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.18% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size