MAP
SFE

Madison Avenue Partners’s Safeguard Scientifics, Inc. SFE Stock Holding History

Madison Avenue Partners’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
-264,049
Closed -$207K – 24
2023
Q4 		$207K Sell
264,049
-95,036
-26% -$95.8K 0.03% 19
2023
Q3 		$359K Sell
359,085
-32,374
-8% -$42.1K 0.05% 20
2023
Q2 		$646K Sell
391,459
-11,945
-3% -$20.8K 0.14% 18
2023
Q1 		$694K Sell
403,404
-59,980
-13% -$165K 0.15% 18
2022
Q4 		$1.44M Hold
463,384
– – 0.25% 21
2022
Q3 		$1.73M Hold
463,384
– – 0.37% 17
2022
Q2 		$1.73M Hold
463,384
– – 0.35% 16
2022
Q1 		$2.42M Hold
463,384
– – 0.45% 16
2021
Q4 		$3.41M Sell
463,384
-501,858
-52% -$3.92M 0.74% 13
2021
Q3 		$8.57M Buy
965,242
+316,209
+49% +$2.53M 1.9% 10
2021
Q2 		$5.04M Buy
+649,033
New +$4.43M 1.5% 8

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

Madison Avenue Partners's SFE Position: Q1 2024 in Review

Madison Avenue Partners sold out of Safeguard Scientifics, Inc. (SFE) in Q1 2024, closing a stake of 264,049 shares — an estimated $207K sold.

Madison Avenue Partners first reported a position in SFE in Q2 2021 and held it in 11 quarters. The position peaked at $8.57M in Q3 2021. 4 funds tracked by Wall St. Rank hold SFE as of Q1 2024.

  • Madison Avenue Partners reported no remaining Safeguard Scientifics, Inc. position as of Q1 2024 after selling out during the quarter.
  • Madison Avenue Partners sold 264,049 Safeguard Scientifics, Inc. shares in Q1 2024, an estimated $207K.
  • Madison Avenue Partners first reported a position in Safeguard Scientifics, Inc. in Q2 2021 and held it in 11 quarters.
  • Madison Avenue Partners's Safeguard Scientifics, Inc. position peaked at $8.57M in Q3 2021.
  • 4 funds tracked by Wall St. Rank held Safeguard Scientifics, Inc. as of Q1 2024.

Based on Madison Avenue Partners's 13F filing for Q1 2024, filed 15 May 2024.