Bank of Montreal
SGFY

Bank of Montreal’s Signify Health, Inc. SGFY Stock Holding History

Bank of Montreal’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
-759,925
Closed -$21.8M – 4410
2022
Q4 		$21.8M Sell
759,925
-61
-0% -$1.76K 0.01% 663
2022
Q3 		$22.2K Buy
759,986
+607,542
+399% +$14M 0.01% 644
2022
Q2 		$2.22K Sell
152,444
-177,765
-54% -$2.5M ﹤0.01% 1844
2022
Q1 		$5.98M Buy
+330,209
New +$4.73M ﹤0.01% 1398
2021
Q2 		– Sell
-21
Closed -$1K – 5276
2021
Q1 		$1K Buy
+21
New +$650 ﹤0.01% 5026

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

Bank of Montreal's SGFY Position: Q1 2023 in Review

Bank of Montreal sold out of Signify Health, Inc. (SGFY) in Q1 2023, closing a stake of 759,925 shares — an estimated $21.8M sold.

Bank of Montreal first reported a position in SGFY in Q1 2021 and held it in 5 quarters. The position peaked at $21.8M in Q4 2022. 5 funds tracked by Wall St. Rank hold SGFY as of Q1 2023.

  • Bank of Montreal reported no remaining Signify Health, Inc. position as of Q1 2023 after selling out during the quarter.
  • Bank of Montreal sold 759,925 Signify Health, Inc. shares in Q1 2023, an estimated $21.8M.
  • Bank of Montreal first reported a position in Signify Health, Inc. in Q1 2021 and held it in 5 quarters.
  • Bank of Montreal's Signify Health, Inc. position peaked at $21.8M in Q4 2022.
  • 5 funds tracked by Wall St. Rank held Signify Health, Inc. as of Q1 2023.

Based on Bank of Montreal's 13F filing for Q1 2023, filed 13 Jun 2024.