Morgan Stanley
SFE

Morgan Stanley’s Safeguard Scientifics, Inc. SFE Stock Holding History

Morgan Stanley’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
-135,228
Closed -$106K – 8117
2023
Q4 		$106K Buy
135,228
+131,339
+3,377% +$132K ﹤0.01% 6141
2023
Q3 		$3.89K Sell
3,889
-14,943
-79% -$19.4K ﹤0.01% 6973
2023
Q2 		$31.1K Buy
18,832
+9,156
+95% +$16K ﹤0.01% 6395
2023
Q1 		$16.6K Buy
9,676
+3,499
+57% +$9.65K ﹤0.01% 6688
2022
Q4 		$19.1K Buy
6,177
+443
+8% +$1.49K ﹤0.01% 6709
2022
Q3 		$21K Sell
5,734
-4,790
-46% -$19.2K ﹤0.01% 6780
2022
Q2 		$39K Buy
10,524
+71
+0.7% +$297 ﹤0.01% 6719
2022
Q1 		$55K Buy
10,453
+423
+4% +$2.56K ﹤0.01% 6664
2021
Q4 		$74K Sell
10,030
-351
-3% -$2.74K ﹤0.01% 6616
2021
Q3 		$93K Sell
10,381
-149
-1% -$1.19K ﹤0.01% 6426
2021
Q2 		$81K Buy
10,530
+5,102
+94% +$34.8K ﹤0.01% 6442
2021
Q1 		$37K Sell
5,428
-25,312
-82% -$184K ﹤0.01% 6496
2020
Q4 		$197K Buy
30,740
+10,089
+49% +$63K ﹤0.01% 5599
2020
Q3 		$113K Buy
20,651
+11,867
+135% +$70.8K ﹤0.01% 5374
2020
Q2 		$62K Sell
8,784
-11,547
-57% -$73.1K ﹤0.01% 5609
2020
Q1 		$113K Sell
20,331
-69,887
-77% -$625K ﹤0.01% 5142
2019
Q4 		$990K Buy
90,218
+36,194
+67% +$414K ﹤0.01% 4535
2019
Q3 		$612K Buy
54,024
+34,045
+170% +$406K ﹤0.01% 4593
2019
Q2 		$241K Buy
19,979
+2,630
+15% +$30.8K ﹤0.01% 4949
2019
Q1 		$188K Sell
17,349
-20,232
-54% -$205K ﹤0.01% 5099
2018
Q4 		$324K Sell
37,581
-2,404
-6% -$21K ﹤0.01% 5061
2018
Q3 		$374K Sell
39,985
-16,008
-29% -$174K ﹤0.01% 5149
2018
Q2 		$717K Buy
55,993
+6,655
+13% +$85.9K ﹤0.01% 4851
2018
Q1 		$604K Buy
49,338
+558
+1% +$6.79K ﹤0.01% 4892
2017
Q4 		$547K Sell
48,780
-20,158
-29% -$258K ﹤0.01% 4927
2017
Q3 		$920K Buy
68,938
+20,694
+43% +$255K ﹤0.01% 4488
2017
Q2 		$574K Buy
48,244
+14,656
+44% +$173K ﹤0.01% 4712
2017
Q1 		$426K Sell
33,588
-32,664
-49% -$411K ﹤0.01% 4936
2016
Q4 		$890K Buy
66,252
+55,441
+513% +$684K ﹤0.01% 4550
2016
Q3 		$140K Buy
10,811
+681
+7% +$9.03K ﹤0.01% 5169
2016
Q2 		$126K Sell
10,130
-140
-1% -$1.88K ﹤0.01% 5142
2016
Q1 		$135K Buy
10,270
+7,581
+282% +$95.4K ﹤0.01% 5180
2015
Q4 		$39K Sell
2,689
-1,377
-34% -$22.2K ﹤0.01% 5802
2015
Q3 		$64K Sell
4,066
-5,470
-57% -$98.2K ﹤0.01% 5632
2015
Q2 		$186K Buy
9,536
+2,892
+44% +$53.1K ﹤0.01% 5275
2015
Q1 		$121K Sell
6,644
-1,988
-23% -$36.8K ﹤0.01% 5451
2014
Q4 		$172K Sell
8,632
-2,310
-21% -$44.5K ﹤0.01% 5309
2014
Q3 		$201K Sell
10,942
-6,955
-39% -$137K ﹤0.01% 5143
2014
Q2 		$372K Buy
17,897
+2,525
+16% +$50.8K ﹤0.01% 4785
2014
Q1 		$341K Buy
15,372
+2,731
+22% +$54.3K ﹤0.01% 4813
2013
Q4 		$254K Sell
12,641
-199
-2% -$3.52K ﹤0.01% 4905
2013
Q3 		$202K Sell
12,840
-4,904
-28% -$75.5K ﹤0.01% 4884
2013
Q2 		$285K Buy
+17,744
New +$282K ﹤0.01% 4630

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

Morgan Stanley's SFE Position: Q1 2024 in Review

Morgan Stanley sold out of Safeguard Scientifics, Inc. (SFE) in Q1 2024, closing a stake of 135,228 shares — an estimated $106K sold.

Morgan Stanley first reported a position in SFE in Q2 2013 and held it in 43 quarters. The position peaked at $990K in Q4 2019. 4 funds tracked by Wall St. Rank hold SFE as of Q1 2024.

  • Morgan Stanley reported no remaining Safeguard Scientifics, Inc. position as of Q1 2024 after selling out during the quarter.
  • Morgan Stanley sold 135,228 Safeguard Scientifics, Inc. shares in Q1 2024, an estimated $106K.
  • Morgan Stanley first reported a position in Safeguard Scientifics, Inc. in Q2 2013 and held it in 43 quarters.
  • Morgan Stanley's Safeguard Scientifics, Inc. position peaked at $990K in Q4 2019.
  • 4 funds tracked by Wall St. Rank held Safeguard Scientifics, Inc. as of Q1 2024.

Based on Morgan Stanley's 13F filing for Q1 2024, filed 15 May 2024.