Byrne Asset Management’s Safeguard Scientifics, Inc. SFE Stock Holding History

Byrne Asset Management’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
2023 Q3	–	Sell	-7,400	Closed	-$12K	–	597
2023 Q2	$12K	Sell	7,400 -800	-10%	-$1.4K	0.01%	385
2023 Q1	$14K	Sell	8,200 -2,586	-24%	-$7.13K	0.01%	355
2022 Q4	$33.4K	Buy	10,786 +920	+9%	+$3.09K	0.02%	266
2022 Q3	$37K	Buy	9,866 +1,104	+13%	+$4.43K	0.03%	228
2022 Q2	$36K	Buy	8,762 +900	+11%	+$3.76K	0.03%	221
2022 Q1	$41K	Buy	7,862 +5,684	+261%	+$34.4K	0.03%	227
2021 Q4	$16K	Buy	+2,178	New	+$17K	0.01%	324

Other funds holding SFE

CCM

Contrarian Capital Management Greenwich, Connecticut $357M AUM 18.27% 1-Year Est. Return

YCM

Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CM Management Gulf Breeze, Florida $120M AUM 37.12% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

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

MAP

Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return

Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Byrne Asset Management's SFE Position: Q3 2023 in Review

Byrne Asset Management sold out of Safeguard Scientifics, Inc. (SFE) in Q3 2023, closing a stake of 7,400 shares — an estimated $12K sold.

Byrne Asset Management first reported a position in SFE in Q4 2021 and held it in 7 quarters. The position peaked at $41K in Q1 2022. 41 funds tracked by Wall St. Rank hold SFE as of Q3 2023.

Byrne Asset Management reported no remaining Safeguard Scientifics, Inc. position as of Q3 2023 after selling out during the quarter.
Byrne Asset Management sold 7,400 Safeguard Scientifics, Inc. shares in Q3 2023, an estimated $12K.
Byrne Asset Management first reported a position in Safeguard Scientifics, Inc. in Q4 2021 and held it in 7 quarters.
Byrne Asset Management's Safeguard Scientifics, Inc. position peaked at $41K in Q1 2022.
41 funds tracked by Wall St. Rank held Safeguard Scientifics, Inc. as of Q3 2023.

Based on Byrne Asset Management's 13F filing for Q3 2023, filed 31 Oct 2023.