JY
SFE

Jeff Yass’s Safeguard Scientifics, Inc. SFE Stock Holding History

Jeff Yass’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
2021
Q4 		– Sell
-16,200
Closed -$144K – 14151
2021
Q3 		$144K Buy
+16,200
New +$130K ﹤0.01% 11825
2020
Q1 		– Sell
-68,000
Closed -$747K – 11075
2019
Q4 		$747K Buy
68,000
+30,200
+80% +$345K ﹤0.01% 6116
2019
Q3 		$429K Buy
37,800
+12,300
+48% +$147K ﹤0.01% 7625
2019
Q2 		$308K Buy
25,500
+9,000
+55% +$105K ﹤0.01% 8262
2019
Q1 		$179K Buy
+16,500
New +$167K ﹤0.01% 7942
2018
Q4 		– Sell
-19,000
Closed -$178K – 10214
2018
Q3 		$178K Buy
19,000
+2,700
+17% +$29.3K ﹤0.01% 8309
2018
Q2 		$209K Sell
16,300
-20,100
-55% -$259K ﹤0.01% 8536
2018
Q1 		$446K Buy
+36,400
New +$443K ﹤0.01% 6868
2017
Q3 		– Sell
-10,700
Closed -$127K – 9819
2017
Q2 		$127K Sell
10,700
-22,800
-68% -$268K ﹤0.01% 8573
2017
Q1 		$425K Buy
+33,500
New +$422K ﹤0.01% 6778
2016
Q4 		– Sell
-10,800
Closed -$140K – 10314
2016
Q3 		$140K Buy
10,800
+500
+5% +$6.63K ﹤0.01% 7810
2016
Q2 		$129K Buy
+10,300
New +$138K ﹤0.01% 7903

Other funds holding SFE

CP
Clayton Partners Berkeley, California $152M AUM 42.38% 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 $20.6B AUM 34.61% 1-Year Est. Return

Jeff Yass's SFE Position: Q1 2024 in Review

Jeff Yass sold out of Safeguard Scientifics, Inc. (SFE) in Q1 2024, closing a stake of 20,922 shares — an estimated $16.4K sold.

Jeff Yass first reported a position in SFE in Q4 2013 and held it in 21 quarters. The position peaked at $2.03M in Q3 2019. 4 funds tracked by Wall St. Rank hold SFE as of Q1 2024.

  • Jeff Yass reported no remaining Safeguard Scientifics, Inc. position as of Q1 2024 after selling out during the quarter.
  • Jeff Yass sold 20,922 Safeguard Scientifics, Inc. shares in Q1 2024, an estimated $16.4K.
  • Jeff Yass first reported a position in Safeguard Scientifics, Inc. in Q4 2013 and held it in 21 quarters.
  • Jeff Yass's Safeguard Scientifics, Inc. position peaked at $2.03M in Q3 2019.
  • 4 funds tracked by Wall St. Rank held Safeguard Scientifics, Inc. as of Q1 2024.

Based on Susquehanna International Group's 13F filing for Q1 2024, filed 7 May 2024.