BCA
SFE

Berman Capital Advisors’s Safeguard Scientifics, Inc. SFE Stock Holding History

Berman Capital Advisors’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
2021
Q3 		$23K Sell
2,668
-105
-4% -$841 ﹤0.01% 937
2021
Q2 		$21K Buy
2,773
+2,728
+6,062% +$18.6K ﹤0.01% 898
2021
Q1 		$0 Buy
+45
New +$327 ﹤0.01% 1947

Other funds holding SFE

YCM
Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return
NRC
North Run Capital Boston, Massachusetts $43.5M AUM 38.24% 1-Year Est. Return
CCM
Contrarian Capital Management Greenwich, Connecticut $357M AUM 18.27% 1-Year Est. Return
ZIG
Zuckerman Investment Group Chicago, Illinois $1.07B AUM 29.43% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CM
CM Management Gulf Breeze, Florida $120M AUM 37.12% 1-Year Est. Return
SCM
Solas Capital Management Darien, Connecticut $174M AUM 6.33% 1-Year Est. Return

Berman Capital Advisors's SFE Position: Q3 2021 in Review

Berman Capital Advisors reduced its Safeguard Scientifics, Inc. (SFE) stake by 3.8% in Q3 2021, selling an estimated $841 and leaving 2,668 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #937.

Berman Capital Advisors first reported a position in SFE in Q1 2021 and has held it in 3 quarters since. 70 funds tracked by Wall St. Rank hold SFE as of Q3 2021.

  • Berman Capital Advisors held 2,668 shares of Safeguard Scientifics, Inc. worth $23K as of Q3 2021.
  • Berman Capital Advisors sold 105 Safeguard Scientifics, Inc. shares in Q3 2021, an estimated $841.
  • Safeguard Scientifics, Inc. made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #937 holding.
  • Berman Capital Advisors first reported a position in Safeguard Scientifics, Inc. in Q1 2021 and has held it in 3 quarters since.
  • 70 funds tracked by Wall St. Rank held Safeguard Scientifics, Inc. as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.