YCM
SFE

Yakira Capital Management’s Safeguard Scientifics, Inc. SFE Stock Holding History

Yakira Capital Management’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
-1,159,945
Closed -$910K – 369
2023
Q4 		$910K Sell
1,159,945
-5,000
-0.4% -$5.04K 0.3% 81
2023
Q3 		$1.16M Hold
1,164,945
– – 0.32% 82
2023
Q2 		$1.92M Hold
1,164,945
– – 0.51% 68
2023
Q1 		$2M Buy
1,164,945
+11,200
+1% +$30.9K 0.51% 72
2022
Q4 		$3.58M Buy
1,153,745
+39,180
+4% +$132K 0.73% 50
2022
Q3 		$4.16M Buy
1,114,565
+13,434
+1% +$54K 0.61% 52
2022
Q2 		$4.11M Buy
1,101,131
+9,023
+0.8% +$37.7K 0.64% 49
2022
Q1 		$5.7M Buy
1,092,108
+82,158
+8% +$497K 0.81% 24
2021
Q4 		$7.42M Sell
1,009,950
-53,491
-5% -$418K 0.93% 20
2021
Q3 		$9.44M Sell
1,063,441
-6,000
-0.6% -$48K 1.47% 12
2021
Q2 		$8.3M Buy
1,069,441
+4,612
+0.4% +$31.4K 1.35% 11
2021
Q1 		$7.26M Sell
1,064,829
-9,206
-0.9% -$66.8K 1.46% 12
2020
Q4 		$6.85M Buy
1,074,035
+15,047
+1% +$93.9K 1.63% 11
2020
Q3 		$5.8M Buy
1,058,988
+94,461
+10% +$564K 1.72% 13
2020
Q2 		$6.75M Buy
964,527
+10,626
+1% +$67.2K 3.03% 3
2020
Q1 		$5.29M Buy
953,901
+104,929
+12% +$938K 1.84% 13
2019
Q4 		$9.32M Buy
848,972
+13,729
+2% +$157K 2.73% 11
2019
Q3 		$9.47M Buy
835,243
+20,500
+3% +$244K 2.78% 9
2019
Q2 		$9.83M Sell
814,743
-3,546
-0.4% -$41.5K 1.93% 11
2019
Q1 		$8.88M Buy
818,289
+21,600
+3% +$219K 2.54% 7
2018
Q4 		$6.87M Buy
796,689
+162,390
+26% +$1.42M 2.31% 10
2018
Q3 		$5.93M Buy
634,299
+67,260
+12% +$731K 1.13% 26
2018
Q2 		$7.26M Buy
567,039
+51,774
+10% +$668K 1.76% 12
2018
Q1 		$6.31M Buy
515,265
+34,987
+7% +$425K 1.44% 15
2017
Q4 		$5.38M Buy
480,278
+15,842
+3% +$203K 1.74% 13
2017
Q3 		$6.2M Sell
464,436
-10,702
-2% -$132K 2.06% 9
2017
Q2 		$5.65M Hold
475,138
– – 1.69% 14
2017
Q1 		$6.03M Hold
475,138
– – 2.16% 14
2016
Q4 		$6.39M Sell
475,138
-14,303
-3% -$176K 3.12% 7
2016
Q3 		$6.34M Sell
489,441
-1,702
-0.3% -$22.6K 1.69% 10
2016
Q2 		$6.13M Buy
491,143
+3,498
+0.7% +$46.9K 2.32% 12
2016
Q1 		$6.46M Buy
487,645
+60,823
+14% +$765K 2.07% 13
2015
Q4 		$6.19M Buy
426,822
+31,415
+8% +$507K 1.3% 19
2015
Q3 		$6.14M Buy
395,407
+51,960
+15% +$933K 3.46% 6
2015
Q2 		$6.68M Sell
343,447
-4,940
-1% -$90.7K 3.52% 8
2015
Q1 		$6.3M Buy
348,387
+18,102
+5% +$335K 4.55% 8
2014
Q4 		$6.55M Buy
330,285
+7,885
+2% +$152K 5.01% 3
2014
Q3 		$5.93M Buy
322,400
+111,077
+53% +$2.19M 4.43% 4
2014
Q2 		$4.39M Sell
211,323
-14,232
-6% -$286K 3.32% 8
2014
Q1 		$5M Buy
225,555
+37,797
+20% +$751K 4.48% 5
2013
Q4 		$3.77M Buy
+187,758
New +$3.32M 3.83% 11

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

Yakira Capital Management's SFE Position: Q1 2024 in Review

Yakira Capital Management sold out of Safeguard Scientifics, Inc. (SFE) in Q1 2024, closing a stake of 1,159,945 shares — an estimated $910K sold.

Yakira Capital Management first reported a position in SFE in Q4 2013 and held it in 41 quarters. The position peaked at $9.83M in Q2 2019. 4 funds tracked by Wall St. Rank hold SFE as of Q1 2024.

  • Yakira Capital Management reported no remaining Safeguard Scientifics, Inc. position as of Q1 2024 after selling out during the quarter.
  • Yakira Capital Management sold 1,159,945 Safeguard Scientifics, Inc. shares in Q1 2024, an estimated $910K.
  • Yakira Capital Management first reported a position in Safeguard Scientifics, Inc. in Q4 2013 and held it in 41 quarters.
  • Yakira Capital Management's Safeguard Scientifics, Inc. position peaked at $9.83M in Q2 2019.
  • 4 funds tracked by Wall St. Rank held Safeguard Scientifics, Inc. as of Q1 2024.

Based on Yakira Capital Management's 13F filing for Q1 2024, filed 14 May 2024.