C
SFE

Certuity’s Safeguard Scientifics, Inc. SFE Stock Holding History

Certuity’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
Q4 		– Sell
-92,262
Closed -$92.3K – 371
2023
Q3 		$92.3K Hold
92,262
– – 0.01% 254
2023
Q2 		$152K Hold
92,262
– – 0.02% 252
2023
Q1 		$159K Buy
+92,262
New +$255K 0.02% 213

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
CM
CM Management Gulf Breeze, Florida $120M AUM 37.12% 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
BlackRock
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Certuity's SFE Position: Q4 2023 in Review

Certuity sold out of Safeguard Scientifics, Inc. (SFE) in Q4 2023, closing a stake of 92,262 shares — an estimated $92.3K sold.

Certuity first reported a position in SFE in Q1 2023 and held it in 3 quarters. The position peaked at $159K in Q1 2023. 39 funds tracked by Wall St. Rank hold SFE as of Q4 2023.

  • Certuity reported no remaining Safeguard Scientifics, Inc. position as of Q4 2023 after selling out during the quarter.
  • Certuity sold 92,262 Safeguard Scientifics, Inc. shares in Q4 2023, an estimated $92.3K.
  • Certuity first reported a position in Safeguard Scientifics, Inc. in Q1 2023 and held it in 3 quarters.
  • Certuity's Safeguard Scientifics, Inc. position peaked at $159K in Q1 2023.
  • 39 funds tracked by Wall St. Rank held Safeguard Scientifics, Inc. as of Q4 2023.

Based on Certuity's 13F filing for Q4 2023, filed 5 Feb 2024.