Bank of New York Mellon
SFE

Bank of New York Mellon’s Safeguard Scientifics, Inc. SFE Stock Holding History

Bank of New York Mellon’s Portfolio SFE Stock Details SFE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-13,955
Closed -$10.9K – 4387
2023
Q4 		$10.9K Buy
13,955
+1
+0% +$1 ﹤0.01% 4267
2023
Q3 		$14K Hold
13,954
– – ﹤0.01% 4275
2023
Q2 		$23K Hold
13,954
– – ﹤0.01% 4273
2023
Q1 		$24K Hold
13,954
– – ﹤0.01% 4287
2022
Q4 		$43.3K Sell
13,954
-216
-2% -$726 ﹤0.01% 4258
2022
Q3 		$53K Buy
14,170
+78
+0.6% +$313 ﹤0.01% 4315
2022
Q2 		$53K Hold
14,092
– – ﹤0.01% 4336
2022
Q1 		$74K Sell
14,092
-408
-3% -$2.47K ﹤0.01% 4463
2021
Q4 		$107K Sell
14,500
-69
-0.5% -$539 ﹤0.01% 4393
2021
Q3 		$129K Sell
14,569
-481
-3% -$3.85K ﹤0.01% 4283
2021
Q2 		$116K Sell
15,050
-66,414
-82% -$453K ﹤0.01% 4196
2021
Q1 		$556K Sell
81,464
-328
-0.4% -$2.38K ﹤0.01% 3628
2020
Q4 		$521K Sell
81,792
-30,270
-27% -$189K ﹤0.01% 3596
2020
Q3 		$614K Sell
112,062
-7,975
-7% -$47.6K ﹤0.01% 3388
2020
Q2 		$840K Sell
120,037
-5,213
-4% -$33K ﹤0.01% 3205
2020
Q1 		$695K Sell
125,250
-104,149
-45% -$931K ﹤0.01% 3207
2019
Q4 		$2.52M Buy
229,399
+128,679
+128% +$1.47M ﹤0.01% 2681
2019
Q3 		$1.14M Buy
100,720
+3,167
+3% +$37.7K ﹤0.01% 3098
2019
Q2 		$1.18M Sell
97,553
-3,643
-4% -$42.7K ﹤0.01% 3104
2019
Q1 		$1.1M Buy
101,196
+1,710
+2% +$17.3K ﹤0.01% 3110
2018
Q4 		$857K Sell
99,486
-82
-0.1% -$715 ﹤0.01% 3198
2018
Q3 		$931K Buy
99,568
+1,652
+2% +$17.9K ﹤0.01% 3309
2018
Q2 		$1.25M Sell
97,916
-19,245
-16% -$248K ﹤0.01% 3124
2018
Q1 		$1.44M Buy
117,161
+23,808
+26% +$290K ﹤0.01% 3010
2017
Q4 		$1.05M Sell
93,353
-7,109
-7% -$91K ﹤0.01% 3222
2017
Q3 		$1.34M Sell
100,462
-1,357
-1% -$16.7K ﹤0.01% 3060
2017
Q2 		$1.21M Buy
101,819
+469
+0.5% +$5.52K ﹤0.01% 3143
2017
Q1 		$1.29M Buy
101,350
+2,774
+3% +$34.9K ﹤0.01% 3101
2016
Q4 		$1.33M Buy
98,576
+9,366
+10% +$116K ﹤0.01% 3099
2016
Q3 		$1.16M Buy
89,210
+3,445
+4% +$45.7K ﹤0.01% 3092
2016
Q2 		$1.07M Buy
85,765
+2,448
+3% +$32.8K ﹤0.01% 3091
2016
Q1 		$1.1M Sell
83,317
-343
-0.4% -$4.32K ﹤0.01% 2994
2015
Q4 		$1.21M Sell
83,660
-14,496
-15% -$234K ﹤0.01% 3038
2015
Q3 		$1.53M Sell
98,156
-22,027
-18% -$395K ﹤0.01% 2907
2015
Q2 		$2.34M Buy
120,183
+3,353
+3% +$61.5K ﹤0.01% 2800
2015
Q1 		$2.11M Sell
116,830
-3,925
-3% -$72.6K ﹤0.01% 2824
2014
Q4 		$2.39M Sell
120,755
-357
-0.3% -$6.88K ﹤0.01% 2749
2014
Q3 		$2.23M Buy
121,112
+1,786
+1% +$35.2K ﹤0.01% 2800
2014
Q2 		$2.48M Buy
119,326
+1,114
+0.9% +$22.4K ﹤0.01% 2766
2014
Q1 		$2.62M Sell
118,212
-8,700
-7% -$173K ﹤0.01% 2706
2013
Q4 		$2.55M Sell
126,912
-916
-0.7% -$16.2K ﹤0.01% 2737
2013
Q3 		$2M Buy
127,828
+273
+0.2% +$4.2K ﹤0.01% 2848
2013
Q2 		$2.05M Buy
+127,555
New +$2.03M ﹤0.01% 2773

Other funds holding SFE

CP
Clayton Partners Berkeley, California $138M AUM 38.58% 1-Year Est. Return
RA
Rise Advisors Rochester, New York $355M AUM 20.51% 1-Year Est. Return
FWM
FSA Wealth Management Needham, Massachusetts $273M AUM 16.98% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Bank of New York Mellon's SFE Position: Q1 2024 in Review

Bank of New York Mellon sold out of Safeguard Scientifics, Inc. (SFE) in Q1 2024, closing a stake of 13,955 shares — an estimated $10.9K sold.

Bank of New York Mellon first reported a position in SFE in Q2 2013 and held it in 43 quarters. The position peaked at $2.62M in Q1 2014. 4 funds tracked by Wall St. Rank hold SFE as of Q1 2024.

  • Bank of New York Mellon reported no remaining Safeguard Scientifics, Inc. position as of Q1 2024 after selling out during the quarter.
  • Bank of New York Mellon sold 13,955 Safeguard Scientifics, Inc. shares in Q1 2024, an estimated $10.9K.
  • Bank of New York Mellon first reported a position in Safeguard Scientifics, Inc. in Q2 2013 and held it in 43 quarters.
  • Bank of New York Mellon's Safeguard Scientifics, Inc. position peaked at $2.62M in Q1 2014.
  • 4 funds tracked by Wall St. Rank held Safeguard Scientifics, Inc. as of Q1 2024.

Based on Bank of New York Mellon's 13F filing for Q1 2024, filed 25 Apr 2024.