CS
SFE

Cannell & Spears’s Safeguard Scientifics, Inc. SFE Stock Holding History

Cannell & Spears’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
2020
Q1 		– Sell
-11,750
Closed -$129K – 256
2019
Q4 		$129K Sell
11,750
-5,000
-30% -$57.1K 0.01% 178
2019
Q3 		$190K Hold
16,750
– – 0.02% 168
2019
Q2 		$202K Buy
+16,750
New +$196K 0.02% 165

Other funds holding SFE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
HCM
Horton Capital Management Philadelphia, Pennsylvania $44.9M AUM 24.87% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
ZIG
Zuckerman Investment Group Chicago, Illinois $1.07B AUM 29.43% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

Cannell & Spears's SFE Position: Q1 2020 in Review

Cannell & Spears sold out of Safeguard Scientifics, Inc. (SFE) in Q1 2020, closing a stake of 11,750 shares — an estimated $129K sold.

Cannell & Spears first reported a position in SFE in Q2 2019 and held it in 3 quarters. The position peaked at $202K in Q2 2019. 88 funds tracked by Wall St. Rank hold SFE as of Q1 2020.

  • Cannell & Spears reported no remaining Safeguard Scientifics, Inc. position as of Q1 2020 after selling out during the quarter.
  • Cannell & Spears sold 11,750 Safeguard Scientifics, Inc. shares in Q1 2020, an estimated $129K.
  • Cannell & Spears first reported a position in Safeguard Scientifics, Inc. in Q2 2019 and held it in 3 quarters.
  • Cannell & Spears's Safeguard Scientifics, Inc. position peaked at $202K in Q2 2019.
  • 88 funds tracked by Wall St. Rank held Safeguard Scientifics, Inc. as of Q1 2020.

Based on Cannell & Spears's 13F filing for Q1 2020, filed 15 May 2020.