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 $138M AUM 38.58% 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 $18.1B AUM 24.69% 1-Year Est. Return