SRC
SFE

Shufro Rose & Co’s Safeguard Scientifics, Inc. SFE Stock Holding History

Shufro Rose & Co’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
-34,891
Closed -$34.9K – 339
2023
Q4 		$34.9K Hold
34,891
– – ﹤0.01% 301
2023
Q3 		$34.9K Hold
34,891
– – ﹤0.01% 303
2023
Q2 		$57.6K Hold
34,891
– – 0.01% 308
2023
Q1 		$60K Hold
34,891
– – 0.01% 307
2022
Q4 		$108K Hold
34,891
– – 0.01% 308
2022
Q3 		$130K Hold
34,891
– – 0.01% 292
2022
Q2 		$130K Buy
34,891
+1,499
+4% +$6.26K 0.01% 286
2022
Q1 		$174K Buy
+33,392
New +$202K 0.01% 291
2021
Q3 		– Sell
-12,100
Closed -$94K – 317
2021
Q2 		$94K Hold
12,100
– – 0.01% 283
2021
Q1 		$83K Sell
12,100
-3,000
-20% -$21.8K 0.01% 291
2020
Q4 		$96K Buy
+15,100
New +$94.3K 0.01% 270

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

Shufro Rose & Co's SFE Position: Q1 2024 in Review

Shufro Rose & Co sold out of Safeguard Scientifics, Inc. (SFE) in Q1 2024, closing a stake of 34,891 shares — an estimated $34.9K sold.

Shufro Rose & Co first reported a position in SFE in Q4 2020 and held it in 11 quarters. The position peaked at $174K in Q1 2022. 4 funds tracked by Wall St. Rank hold SFE as of Q1 2024.

  • Shufro Rose & Co reported no remaining Safeguard Scientifics, Inc. position as of Q1 2024 after selling out during the quarter.
  • Shufro Rose & Co sold 34,891 Safeguard Scientifics, Inc. shares in Q1 2024, an estimated $34.9K.
  • Shufro Rose & Co first reported a position in Safeguard Scientifics, Inc. in Q4 2020 and held it in 11 quarters.
  • Shufro Rose & Co's Safeguard Scientifics, Inc. position peaked at $174K in Q1 2022.
  • 4 funds tracked by Wall St. Rank held Safeguard Scientifics, Inc. as of Q1 2024.

Based on Shufro Rose & Co's 13F filing for Q1 2024, filed 8 May 2024.