SM
SFE

Salzhauer Michael’s Safeguard Scientifics, Inc. SFE Stock Holding History

Salzhauer Michael’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
-14,920
Closed -$11.7K – 104
2023
Q4 		$11.7K Hold
14,920
– – 0.01% 84
2023
Q3 		$14.9K Hold
14,920
– – 0.02% 72
2023
Q2 		$24.6K Sell
14,920
-4,749
-24% -$8.29K 0.03% 78
2023
Q1 		$33.8K Hold
19,669
– – 0.03% 94
2022
Q4 		$61K Hold
19,669
– – 0.04% 101
2022
Q3 		$73K Hold
19,669
– – 0.04% 98
2022
Q2 		$73K Sell
19,669
-736
-4% -$3.08K 0.04% 99
2022
Q1 		$107K Hold
20,405
– – 0.05% 94
2021
Q4 		$150K Hold
20,405
– – 0.06% 99
2021
Q3 		$181K Hold
20,405
– – 0.07% 102
2021
Q2 		$158K Hold
20,405
– – 0.07% 104
2021
Q1 		$139K Hold
20,405
– – 0.07% 103
2020
Q4 		$130K Hold
20,405
– – 0.09% 91
2020
Q3 		$112K Hold
20,405
– – 0.13% 81
2020
Q2 		$143K Hold
20,405
– – 0.19% 70
2020
Q1 		$113K Hold
20,405
– – 0.19% 80
2019
Q4 		$224K Hold
20,405
– – 0.1% 107
2019
Q3 		$231K Hold
20,405
– – 0.12% 101
2019
Q2 		$246K Hold
20,405
– – 0.11% 100
2019
Q1 		$221K Buy
20,405
+4,600
+29% +$46.6K 0.11% 112
2018
Q4 		$136K Sell
15,805
-3,791
-19% -$33.1K 0.07% 124
2018
Q3 		$183K Hold
19,596
– – 0.07% 149
2018
Q2 		$251K Hold
19,596
– – 0.09% 136
2018
Q1 		$240K Buy
19,596
+8,845
+82% +$108K 0.09% 139
2017
Q4 		$120K Sell
10,751
-1,872
-15% -$24K 0.05% 153
2017
Q3 		$169K Sell
12,623
-6,277
-33% -$77.3K 0.07% 145
2017
Q2 		$225K Buy
18,900
+8,000
+73% +$94.2K 0.1% 131
2017
Q1 		$138K Buy
+10,900
New +$137K 0.07% 148

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

Salzhauer Michael's SFE Position: Q1 2024 in Review

Salzhauer Michael sold out of Safeguard Scientifics, Inc. (SFE) in Q1 2024, closing a stake of 14,920 shares — an estimated $11.7K sold.

Salzhauer Michael first reported a position in SFE in Q1 2017 and held it in 28 quarters. The position peaked at $251K in Q2 2018. 4 funds tracked by Wall St. Rank hold SFE as of Q1 2024.

  • Salzhauer Michael reported no remaining Safeguard Scientifics, Inc. position as of Q1 2024 after selling out during the quarter.
  • Salzhauer Michael sold 14,920 Safeguard Scientifics, Inc. shares in Q1 2024, an estimated $11.7K.
  • Salzhauer Michael first reported a position in Safeguard Scientifics, Inc. in Q1 2017 and held it in 28 quarters.
  • Salzhauer Michael's Safeguard Scientifics, Inc. position peaked at $251K in Q2 2018.
  • 4 funds tracked by Wall St. Rank held Safeguard Scientifics, Inc. as of Q1 2024.

Based on Salzhauer Michael's 13F filing for Q1 2024, filed 26 Apr 2024.