CM
SFE

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

CM 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
2024
Q1 		– Sell
-671,671
Closed -$527K – 80
2023
Q4 		$527K Hold
671,671
– – 0.42% 55
2023
Q3 		$672K Hold
671,671
– – 0.71% 45
2023
Q2 		$1.11M Hold
671,671
– – 1.08% 30
2023
Q1 		$1.16M Hold
671,671
– – 1.37% 29
2022
Q4 		$2.08M Hold
671,671
– – 2.49% 15
2022
Q3 		$2.5M Hold
671,671
– – 2.8% 9
2022
Q2 		$2.5M Buy
671,671
+71,671
+12% +$299K 2.67% 9
2022
Q1 		$3.13M Hold
600,000
– – 2.63% 8
2021
Q4 		$4.41M Buy
600,000
+25,000
+4% +$195K 3.33% 6
2021
Q3 		$5.11M Hold
575,000
– – 3.81% 4
2021
Q2 		$4.46M Buy
575,000
+25,000
+5% +$170K 3.22% 6
2021
Q1 		$3.75M Buy
550,000
+50,000
+10% +$363K 2.79% 10
2020
Q4 		$3.19M Buy
+500,000
New +$3.12M 2.96% 8

Other funds holding SFE

CP
Clayton Partners Berkeley, California $138M AUM 38.58% 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 $18.1B AUM 24.69% 1-Year Est. Return

CM Management's SFE Position: Q1 2024 in Review

CM Management sold out of Safeguard Scientifics, Inc. (SFE) in Q1 2024, closing a stake of 671,671 shares — an estimated $527K sold.

CM Management first reported a position in SFE in Q4 2020 and held it in 13 quarters. The position peaked at $5.11M in Q3 2021. 4 funds tracked by Wall St. Rank hold SFE as of Q1 2024.

  • CM Management reported no remaining Safeguard Scientifics, Inc. position as of Q1 2024 after selling out during the quarter.
  • CM Management sold 671,671 Safeguard Scientifics, Inc. shares in Q1 2024, an estimated $527K.
  • CM Management first reported a position in Safeguard Scientifics, Inc. in Q4 2020 and held it in 13 quarters.
  • CM Management's Safeguard Scientifics, Inc. position peaked at $5.11M in Q3 2021.
  • 4 funds tracked by Wall St. Rank held Safeguard Scientifics, Inc. as of Q1 2024.

Based on CM Management's 13F filing for Q1 2024, filed 14 May 2024.