AIM
SGFY

Allen Investment Management’s Signify Health, Inc. SGFY Stock Holding History

Allen Investment Management’s Portfolio SGFY Stock Details SGFY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-15,615
Closed -$448K – 224
2022
Q4 		$448K Hold
15,615
– – 0.01% 164
2022
Q3 		$455K Hold
15,615
– – 0.01% 159
2022
Q2 		$215K Hold
15,615
– – ﹤0.01% 219
2022
Q1 		$283K Hold
15,615
– – ﹤0.01% 215
2021
Q4 		$222K Sell
15,615
-7,808
-33% -$121K ﹤0.01% 234
2021
Q3 		$419K Buy
+23,423
New +$602K 0.01% 153

Other funds holding SGFY

BHCM
Brevan Howard Capital Management St. Helier, Jersey $11.3B AUM 35.84% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
AW
Avion Wealth The Woodlands, Texas $537M AUM 18.24% 1-Year Est. Return
FCA
FinTrust Capital Advisors Greenville, South Carolina $591M AUM 26.89% 1-Year Est. Return

Allen Investment Management's SGFY Position: Q1 2023 in Review

Allen Investment Management sold out of Signify Health, Inc. (SGFY) in Q1 2023, closing a stake of 15,615 shares — an estimated $448K sold.

Allen Investment Management first reported a position in SGFY in Q3 2021 and held it in 6 quarters. The position peaked at $455K in Q3 2022. 5 funds tracked by Wall St. Rank hold SGFY as of Q1 2023.

  • Allen Investment Management reported no remaining Signify Health, Inc. position as of Q1 2023 after selling out during the quarter.
  • Allen Investment Management sold 15,615 Signify Health, Inc. shares in Q1 2023, an estimated $448K.
  • Allen Investment Management first reported a position in Signify Health, Inc. in Q3 2021 and held it in 6 quarters.
  • Allen Investment Management's Signify Health, Inc. position peaked at $455K in Q3 2022.
  • 5 funds tracked by Wall St. Rank held Signify Health, Inc. as of Q1 2023.

Based on Allen Investment Management's 13F filing for Q1 2023, filed 9 May 2023.