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
2022
Q4 		– Sell
-13,700
Closed -$51K – 14116
2022
Q3 		$51K Sell
13,700
-1,300
-9% -$5.22K ﹤0.01% 12192
2022
Q2 		$56K Sell
15,000
-7,300
-33% -$30.5K ﹤0.01% 11924
2022
Q1 		$116K Buy
+22,300
New +$135K ﹤0.01% 11798
2021
Q4 		– Sell
-21,700
Closed -$193K – 14152
2021
Q3 		$193K Sell
21,700
-54,600
-72% -$437K ﹤0.01% 11526
2021
Q2 		$592K Sell
76,300
-76,900
-50% -$524K ﹤0.01% 9191
2021
Q1 		$1.04M Buy
+153,200
New +$1.11M ﹤0.01% 7624
2019
Q4 		– Sell
-24,300
Closed -$276K – 10874
2019
Q3 		$276K Sell
24,300
-29,900
-55% -$356K ﹤0.01% 8476
2019
Q2 		$654K Buy
54,200
+34,700
+178% +$406K ﹤0.01% 6675
2019
Q1 		$212K Sell
19,500
-3,400
-15% -$34.5K ﹤0.01% 7796
2018
Q4 		$197K Buy
22,900
+7,000
+44% +$61.1K ﹤0.01% 7770
2018
Q3 		$149K Sell
15,900
-7,100
-31% -$77.1K ﹤0.01% 8420
2018
Q2 		$294K Buy
23,000
+8,300
+56% +$107K ﹤0.01% 7892
2018
Q1 		$180K Sell
14,700
-16,700
-53% -$203K ﹤0.01% 8397
2017
Q4 		$352K Buy
+31,400
New +$402K ﹤0.01% 7313
2016
Q1 		– Sell
-11,000
Closed -$160K – 9836
2015
Q4 		$160K Sell
11,000
-1,100
-9% -$17.8K ﹤0.01% 8603
2015
Q3 		$188K Buy
+12,100
New +$217K ﹤0.01% 8755

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.