WG
SFE

Winton Group’s Safeguard Scientifics, Inc. SFE Stock Holding History

Winton Group’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
2020
Q4 		– Sell
-41,969
Closed -$230K – 1560
2020
Q3 		$230K Sell
41,969
-16,001
-28% -$95.5K 0.01% 1325
2020
Q2 		$406K Buy
57,970
+6,796
+13% +$43K 0.01% 1227
2020
Q1 		$284K Sell
51,174
-22,493
-31% -$201K 0.01% 1183
2019
Q4 		$809K Sell
73,667
-29,583
-29% -$338K 0.01% 1116
2019
Q3 		$1.17M Buy
+103,250
New +$1.23M 0.01% 763

Other funds holding SFE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
ZIG
Zuckerman Investment Group Chicago, Illinois $1.07B AUM 29.43% 1-Year Est. Return
CM
CM Management Gulf Breeze, Florida $120M AUM 37.12% 1-Year Est. Return
SCM
Solas Capital Management Darien, Connecticut $174M AUM 6.33% 1-Year Est. Return

Winton Group's SFE Position: Q4 2020 in Review

Winton Group sold out of Safeguard Scientifics, Inc. (SFE) in Q4 2020, closing a stake of 41,969 shares — an estimated $230K sold.

Winton Group first reported a position in SFE in Q3 2019 and held it in 5 quarters. The position peaked at $1.17M in Q3 2019. 81 funds tracked by Wall St. Rank hold SFE as of Q4 2020.

  • Winton Group reported no remaining Safeguard Scientifics, Inc. position as of Q4 2020 after selling out during the quarter.
  • Winton Group sold 41,969 Safeguard Scientifics, Inc. shares in Q4 2020, an estimated $230K.
  • Winton Group first reported a position in Safeguard Scientifics, Inc. in Q3 2019 and held it in 5 quarters.
  • Winton Group's Safeguard Scientifics, Inc. position peaked at $1.17M in Q3 2019.
  • 81 funds tracked by Wall St. Rank held Safeguard Scientifics, Inc. as of Q4 2020.

Based on Winton Group's 13F filing for Q4 2020, filed 12 Feb 2021.