Baird Financial Group
SGFY

Baird Financial Group’s Signify Health, Inc. SGFY Stock Holding History

Baird Financial Group’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
-17,180
Closed -$492K – 1778
2022
Q4 		$492K Sell
17,180
-1,521
-8% -$43.9K ﹤0.01% 1303
2022
Q3 		$545K Sell
18,701
-763
-4% -$17.6K ﹤0.01% 1257
2022
Q2 		$269K Sell
19,464
-363
-2% -$5.11K ﹤0.01% 1594
2022
Q1 		$360K Sell
19,827
-592
-3% -$8.49K ﹤0.01% 1556
2021
Q4 		$290K Sell
20,419
-16,087
-44% -$249K ﹤0.01% 1694
2021
Q3 		$652K Buy
+36,506
New +$939K ﹤0.01% 1377

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 $484M AUM 15.17% 1-Year Est. Return
FCA
FinTrust Capital Advisors Greenville, South Carolina $591M AUM 26.89% 1-Year Est. Return

Baird Financial Group's SGFY Position: Q1 2023 in Review

Baird Financial Group sold out of Signify Health, Inc. (SGFY) in Q1 2023, closing a stake of 17,180 shares — an estimated $492K sold.

Baird Financial Group first reported a position in SGFY in Q3 2021 and held it in 6 quarters. The position peaked at $652K in Q3 2021. 5 funds tracked by Wall St. Rank hold SGFY as of Q1 2023.

  • Baird Financial Group reported no remaining Signify Health, Inc. position as of Q1 2023 after selling out during the quarter.
  • Baird Financial Group sold 17,180 Signify Health, Inc. shares in Q1 2023, an estimated $492K.
  • Baird Financial Group first reported a position in Signify Health, Inc. in Q3 2021 and held it in 6 quarters.
  • Baird Financial Group's Signify Health, Inc. position peaked at $652K in Q3 2021.
  • 5 funds tracked by Wall St. Rank held Signify Health, Inc. as of Q1 2023.

Based on Baird Financial Group's 13F filing for Q1 2023, filed 15 May 2023.