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
2019
Q2 		– Sell
-23
Closed -$24K – 7995
2019
Q1 		$24K Buy
23
+12
+109% +$122 ﹤0.01% 5602
2018
Q4 		$9K Buy
+11
New +$96 ﹤0.01% 5930
2016
Q2 		– Sell
-13
Closed -$8K – 6614
2016
Q1 		$8K Buy
+13
New +$164 ﹤0.01% 3724

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.