SKK
SFE

Shepherd Kaplan Krochuk’s Safeguard Scientifics, Inc. SFE Stock Holding History

Shepherd Kaplan Krochuk’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
2021
Q4 		– Sell
-33,000
Closed -$293K – 211
2021
Q3 		$293K Buy
+33,000
New +$264K 0.11% 128
2018
Q1 		– Sell
-23,000
Closed -$258K – 280
2017
Q4 		$258K Sell
23,000
-6,954
-23% -$89K 0.16% 161
2017
Q3 		$400K Hold
29,954
– – 0.33% 90
2017
Q2 		$356K Hold
29,954
– – 0.21% 109
2017
Q1 		$380K Hold
29,954
– – 0.2% 102
2016
Q4 		$403K Sell
29,954
-11,762
-28% -$145K 0.11% 102
2016
Q3 		$541K Sell
41,716
-1,571
-4% -$20.8K 0.11% 123
2016
Q2 		$541K Sell
43,287
-3,748
-8% -$50.3K 0.13% 101
2016
Q1 		$623K Sell
47,035
-42,985
-48% -$541K 0.19% 82
2015
Q4 		$1.31M Sell
90,020
-7,331
-8% -$118K 0.34% 46
2015
Q3 		$1.51M Sell
97,351
-15,765
-14% -$283K 0.4% 32
2015
Q2 		$2.2M Buy
113,116
+2,545
+2% +$46.7K 0.41% 38
2015
Q1 		$2M Sell
110,571
-12,547
-10% -$232K 0.35% 46
2014
Q4 		$2.44M Sell
123,118
-2,500
-2% -$48.2K 0.39% 52
2014
Q3 		$2.31M Hold
125,618
– – 0.3% 56
2014
Q2 		$2.61M Hold
125,618
– – 0.28% 57
2014
Q1 		$2.79M Sell
125,618
-4,486
-3% -$89.1K 0.32% 52
2013
Q4 		$2.61M Hold
130,104
– – 0.33% 52
2013
Q3 		$2.04M Sell
130,104
-2,656
-2% -$40.9K 0.33% 61
2013
Q2 		$2.13M Buy
+132,760
New +$2.11M 0.42% 51

Other funds holding SFE

YCM
Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
NRC
North Run Capital Boston, Massachusetts $43.5M AUM 38.24% 1-Year Est. Return
CCM
Contrarian Capital Management Greenwich, Connecticut $357M AUM 18.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CM
CM Management Gulf Breeze, Florida $120M AUM 37.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CP
Clayton Partners Berkeley, California $138M AUM 38.58% 1-Year Est. Return

Shepherd Kaplan Krochuk's SFE Position: Q4 2021 in Review

Shepherd Kaplan Krochuk sold out of Safeguard Scientifics, Inc. (SFE) in Q4 2021, closing a stake of 33,000 shares — an estimated $293K sold.

Shepherd Kaplan Krochuk first reported a position in SFE in Q2 2013 and held it in 20 quarters. The position peaked at $2.79M in Q1 2014. 63 funds tracked by Wall St. Rank hold SFE as of Q4 2021.

  • Shepherd Kaplan Krochuk reported no remaining Safeguard Scientifics, Inc. position as of Q4 2021 after selling out during the quarter.
  • Shepherd Kaplan Krochuk sold 33,000 Safeguard Scientifics, Inc. shares in Q4 2021, an estimated $293K.
  • Shepherd Kaplan Krochuk first reported a position in Safeguard Scientifics, Inc. in Q2 2013 and held it in 20 quarters.
  • Shepherd Kaplan Krochuk's Safeguard Scientifics, Inc. position peaked at $2.79M in Q1 2014.
  • 63 funds tracked by Wall St. Rank held Safeguard Scientifics, Inc. as of Q4 2021.

Based on Shepherd Kaplan Krochuk's 13F filing for Q4 2021, filed 14 Feb 2022.