Connor, Clark & Lunn Investment Management (CC&L)
SFE

Connor, Clark & Lunn Investment Management (CC&L)’s Safeguard Scientifics, Inc. SFE Stock Holding History

Connor, Clark & Lunn Investment Management (CC&L)’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
Q1 		– Sell
-12,250
Closed -$38K – 1502
2022
Q4 		$38K Sell
12,250
-1,088
-8% -$3.66K ﹤0.01% 1159
2022
Q3 		$50K Sell
13,338
-2,293
-15% -$9.21K ﹤0.01% 1066
2022
Q2 		$58K Sell
15,631
-5,420
-26% -$22.6K ﹤0.01% 1005
2022
Q1 		$110K Sell
21,051
-15,866
-43% -$96.1K ﹤0.01% 973
2021
Q4 		$271K Sell
36,917
-10,670
-22% -$83.4K ﹤0.01% 910
2021
Q3 		$423K Sell
47,587
-34,174
-42% -$274K ﹤0.01% 800
2021
Q2 		$634K Sell
81,761
-1,965
-2% -$13.4K ﹤0.01% 744
2021
Q1 		$571K Buy
83,726
+11,491
+16% +$83.4K ﹤0.01% 777
2020
Q4 		$461K Buy
72,235
+14,152
+24% +$88.3K ﹤0.01% 734
2020
Q3 		$318K Sell
58,083
-150
-0.3% -$896 ﹤0.01% 784
2020
Q2 		$408K Sell
58,233
-1,101
-2% -$6.97K ﹤0.01% 786
2020
Q1 		$329K Buy
59,334
+11,109
+23% +$99.3K ﹤0.01% 781
2019
Q4 		$530K Buy
48,225
+25,300
+110% +$289K ﹤0.01% 654
2019
Q3 		$260K Buy
+22,925
New +$273K ﹤0.01% 816
2017
Q1 		– Sell
-14,900
Closed -$200K – 1034
2016
Q4 		$200K Buy
14,900
+1,200
+9% +$14.8K ﹤0.01% 788
2016
Q3 		$178K Buy
+13,700
New +$182K ﹤0.01% 744

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 26.95% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CM
CM Management Gulf Breeze, Florida $120M AUM 37.12% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L)'s SFE Position: Q1 2023 in Review

Connor, Clark & Lunn Investment Management (CC&L) sold out of Safeguard Scientifics, Inc. (SFE) in Q1 2023, closing a stake of 12,250 shares — an estimated $38K sold.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in SFE in Q3 2016 and held it in 16 quarters. The position peaked at $634K in Q2 2021. 42 funds tracked by Wall St. Rank hold SFE as of Q1 2023.

  • Connor, Clark & Lunn Investment Management (CC&L) reported no remaining Safeguard Scientifics, Inc. position as of Q1 2023 after selling out during the quarter.
  • Connor, Clark & Lunn Investment Management (CC&L) sold 12,250 Safeguard Scientifics, Inc. shares in Q1 2023, an estimated $38K.
  • Connor, Clark & Lunn Investment Management (CC&L) first reported a position in Safeguard Scientifics, Inc. in Q3 2016 and held it in 16 quarters.
  • Connor, Clark & Lunn Investment Management (CC&L)'s Safeguard Scientifics, Inc. position peaked at $634K in Q2 2021.
  • 42 funds tracked by Wall St. Rank held Safeguard Scientifics, Inc. as of Q1 2023.

Based on Connor, Clark & Lunn Investment Management (CC&L)'s 13F filing for Q1 2023, filed 10 May 2023.