CT
SFE

Caldwell Trust’s Safeguard Scientifics, Inc. SFE Stock Holding History

Caldwell Trust’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
-116
Closed -$91 – 738
2023
Q4 		$91 Hold
116
– – ﹤0.01% 701
2023
Q3 		$116 Hold
116
– – ﹤0.01% 704
2023
Q2 		$191 Hold
116
– – ﹤0.01% 753
2023
Q1 		$200 Hold
116
– – ﹤0.01% 728
2022
Q4 		$360 Hold
116
– – ﹤0.01% 723
2022
Q3 		$433 Hold
116
– – ﹤0.01% 719
2022
Q2 		$433 Hold
116
– – ﹤0.01% 738
2022
Q1 		$606 Hold
116
– – ﹤0.01% 744
2021
Q4 		$853 Hold
116
– – ﹤0.01% 742
2021
Q3 		$1.03K Hold
116
– – ﹤0.01% 725
2021
Q2 		$900 Buy
+116
New +$791 ﹤0.01% 735

Other funds holding SFE

CP
Clayton Partners Berkeley, California $152M AUM 42.38% 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 $20.6B AUM 34.61% 1-Year Est. Return

Caldwell Trust's SFE Position: Q1 2024 in Review

Caldwell Trust sold out of Safeguard Scientifics, Inc. (SFE) in Q1 2024, closing a stake of 116 shares — an estimated $91 sold.

Caldwell Trust first reported a position in SFE in Q2 2021 and held it in 11 quarters. The position peaked at $1.03K in Q3 2021. 4 funds tracked by Wall St. Rank hold SFE as of Q1 2024.

  • Caldwell Trust reported no remaining Safeguard Scientifics, Inc. position as of Q1 2024 after selling out during the quarter.
  • Caldwell Trust sold 116 Safeguard Scientifics, Inc. shares in Q1 2024, an estimated $91.
  • Caldwell Trust first reported a position in Safeguard Scientifics, Inc. in Q2 2021 and held it in 11 quarters.
  • Caldwell Trust's Safeguard Scientifics, Inc. position peaked at $1.03K in Q3 2021.
  • 4 funds tracked by Wall St. Rank held Safeguard Scientifics, Inc. as of Q1 2024.

Based on Caldwell Trust's 13F filing for Q1 2024, filed 24 Sep 2025.