DAC
SFE

Dividend Assets Capital’s Safeguard Scientifics, Inc. SFE Stock Holding History

Dividend Assets Capital’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
Q3 		– Sell
-5
Closed – – 510
2023
Q2 		$0 Buy
+5
New +$9 ﹤0.01% 564

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
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
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
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dividend Assets Capital's SFE Position: Q3 2023 in Review

Dividend Assets Capital sold out of Safeguard Scientifics, Inc. (SFE) in Q3 2023, closing a stake of 5 shares.

Dividend Assets Capital first reported a position in SFE in Q2 2023 and held it in 1 quarter. The position peaked at $0 in Q2 2023. 41 funds tracked by Wall St. Rank hold SFE as of Q3 2023.

  • Dividend Assets Capital reported no remaining Safeguard Scientifics, Inc. position as of Q3 2023 after selling out during the quarter.
  • Dividend Assets Capital sold 5 Safeguard Scientifics, Inc. shares in Q3 2023.
  • Dividend Assets Capital first reported a position in Safeguard Scientifics, Inc. in Q2 2023 and held it in 1 quarter.
  • Dividend Assets Capital's Safeguard Scientifics, Inc. position peaked at $0 in Q2 2023.
  • 41 funds tracked by Wall St. Rank held Safeguard Scientifics, Inc. as of Q3 2023.

Based on Dividend Assets Capital's 13F filing for Q3 2023, filed 26 Oct 2023.