Simplex Trading
SFE

Simplex Trading’s Safeguard Scientifics, Inc. SFE Stock Holding History

Simplex Trading’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
2022
Q1 		– Sell
-300
Closed -$2K – 11677
2021
Q4 		$2K Sell
300
-600
-67% -$4.69K ﹤0.01% 10097
2021
Q3 		$7K Buy
+900
New +$7.21K ﹤0.01% 9157
2020
Q1 		– Sell
-127
Closed -$139K – 8465
2019
Q4 		$139K Buy
127
+100
+370% +$1.14K ﹤0.01% 4144
2019
Q3 		$30K Buy
27
+1
+4% +$12 ﹤0.01% 5504
2019
Q2 		$31K Hold
26
– – ﹤0.01% 5251
2019
Q1 		$28K Buy
+26
New +$264 ﹤0.01% 5476
2018
Q4 		– Sell
-18
Closed -$16K – 8029
2018
Q3 		$16K Hold
18
– – ﹤0.01% 6145
2018
Q2 		$23K Sell
18
-274
-94% -$3.54K ﹤0.01% 5764
2018
Q1 		$5K Buy
+292
New +$3.55K ﹤0.01% 4695
2017
Q4 		– Sell
-111
Closed -$10K – 6886
2017
Q3 		$10K Buy
111
+15
+16% +$185 ﹤0.01% 3800
2017
Q2 		$2K Buy
96
+29
+43% +$341 ﹤0.01% 5393
2017
Q1 		$6K Buy
+67
New +$844 ﹤0.01% 4491

Other funds holding SFE

CCM
Contrarian Capital Management Greenwich, Connecticut $357M AUM 18.27% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return
CM
CM Management Gulf Breeze, Florida $120M AUM 37.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Simplex Trading's SFE Position: Q4 2023 in Review

Simplex Trading sold out of Safeguard Scientifics, Inc. (SFE) in Q4 2023, closing a stake of 50 shares.

Simplex Trading first reported a position in SFE in Q2 2015 and held it in 14 quarters. The position peaked at $17K in Q3 2019. 39 funds tracked by Wall St. Rank hold SFE as of Q4 2023.

  • Simplex Trading reported no remaining Safeguard Scientifics, Inc. position as of Q4 2023 after selling out during the quarter.
  • Simplex Trading sold 50 Safeguard Scientifics, Inc. shares in Q4 2023.
  • Simplex Trading first reported a position in Safeguard Scientifics, Inc. in Q2 2015 and held it in 14 quarters.
  • Simplex Trading's Safeguard Scientifics, Inc. position peaked at $17K in Q3 2019.
  • 39 funds tracked by Wall St. Rank held Safeguard Scientifics, Inc. as of Q4 2023.

Based on Simplex Trading's 13F filing for Q4 2023, filed 2 Feb 2024.