Bank of New York Mellon
SGFY

Bank of New York Mellon’s Signify Health, Inc. SGFY Stock Holding History

Bank of New York Mellon’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
-264,046
Closed -$7.57M – 4461
2022
Q4 		$7.57M Sell
264,046
-951,548
-78% -$27.5M ﹤0.01% 2095
2022
Q3 		$35.4M Buy
1,215,594
+959,194
+374% +$22.1M 0.01% 1165
2022
Q2 		$3.54M Buy
256,400
+40,673
+19% +$573K ﹤0.01% 2505
2022
Q1 		$3.92M Buy
215,727
+3,027
+1% +$43.4K ﹤0.01% 2551
2021
Q4 		$3.02M Buy
212,700
+79,652
+60% +$1.23M ﹤0.01% 2746
2021
Q3 		$2.38M Buy
133,048
+69,119
+108% +$1.78M ﹤0.01% 2885
2021
Q2 		$1.95M Buy
63,929
+23,219
+57% +$638K ﹤0.01% 2996
2021
Q1 		$1.19M Buy
+40,710
New +$1.26M ﹤0.01% 3239

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 New York Mellon's SGFY Position: Q1 2023 in Review

Bank of New York Mellon sold out of Signify Health, Inc. (SGFY) in Q1 2023, closing a stake of 264,046 shares — an estimated $7.57M sold.

Bank of New York Mellon first reported a position in SGFY in Q1 2021 and held it in 8 quarters. The position peaked at $35.4M in Q3 2022. 5 funds tracked by Wall St. Rank hold SGFY as of Q1 2023.

  • Bank of New York Mellon reported no remaining Signify Health, Inc. position as of Q1 2023 after selling out during the quarter.
  • Bank of New York Mellon sold 264,046 Signify Health, Inc. shares in Q1 2023, an estimated $7.57M.
  • Bank of New York Mellon first reported a position in Signify Health, Inc. in Q1 2021 and held it in 8 quarters.
  • Bank of New York Mellon's Signify Health, Inc. position peaked at $35.4M in Q3 2022.
  • 5 funds tracked by Wall St. Rank held Signify Health, Inc. as of Q1 2023.

Based on Bank of New York Mellon's 13F filing for Q1 2023, filed 9 May 2023.