ME
SFE

McIlrath & Eck’s Safeguard Scientifics, Inc. SFE Stock Holding History

McIlrath & Eck’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
-33
Closed -$26 – 973
2023
Q4 		$26 Hold
33
– – ﹤0.01% 923
2023
Q3 		$33 Hold
33
– – ﹤0.01% 880
2023
Q2 		$54 Hold
33
– – ﹤0.01% 885
2023
Q1 		$57 Hold
33
– – ﹤0.01% 914
2022
Q4 		$102 Hold
33
– – ﹤0.01% 865
2022
Q3 		$0 Hold
33
– – ﹤0.01% 913
2022
Q2 		$0 Hold
33
– – ﹤0.01% 888
2022
Q1 		$0 Hold
33
– – ﹤0.01% 850
2021
Q4 		$0 Hold
33
– – ﹤0.01% 853
2021
Q3 		$0 Hold
33
– – ﹤0.01% 846
2021
Q2 		$0 Hold
33
– – ﹤0.01% 841
2021
Q1 		$0 Hold
33
– – ﹤0.01% 794
2020
Q4 		$0 Hold
33
– – ﹤0.01% 717
2020
Q3 		$0 Hold
33
– – ﹤0.01% 727
2020
Q2 		$0 Hold
33
– – ﹤0.01% 732
2020
Q1 		$0 Hold
33
– – ﹤0.01% 716
2019
Q4 		$0 Hold
33
– – ﹤0.01% 668
2019
Q3 		$0 Hold
33
– – ﹤0.01% 677
2019
Q2 		$0 Hold
33
– – ﹤0.01% 638
2019
Q1 		$0 Hold
33
– – ﹤0.01% 648
2018
Q4 		$0 Hold
33
– – ﹤0.01% 594
2018
Q3 		$0 Hold
33
– – ﹤0.01% 583
2018
Q2 		$0 Hold
33
– – ﹤0.01% 566
2018
Q1 		$0 Hold
33
– – ﹤0.01% 539
2017
Q4 		$0 Buy
+33
New +$423 ﹤0.01% 555

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

McIlrath & Eck's SFE Position: Q1 2024 in Review

McIlrath & Eck sold out of Safeguard Scientifics, Inc. (SFE) in Q1 2024, closing a stake of 33 shares — an estimated $26 sold.

McIlrath & Eck first reported a position in SFE in Q4 2017 and held it in 25 quarters. The position peaked at $102 in Q4 2022. 4 funds tracked by Wall St. Rank hold SFE as of Q1 2024.

  • McIlrath & Eck reported no remaining Safeguard Scientifics, Inc. position as of Q1 2024 after selling out during the quarter.
  • McIlrath & Eck sold 33 Safeguard Scientifics, Inc. shares in Q1 2024, an estimated $26.
  • McIlrath & Eck first reported a position in Safeguard Scientifics, Inc. in Q4 2017 and held it in 25 quarters.
  • McIlrath & Eck's Safeguard Scientifics, Inc. position peaked at $102 in Q4 2022.
  • 4 funds tracked by Wall St. Rank held Safeguard Scientifics, Inc. as of Q1 2024.

Based on McIlrath & Eck's 13F filing for Q1 2024, filed 10 May 2024.