BAM
SGFY

Bellevue Asset Management’s Signify Health, Inc. SGFY Stock Holding History

Bellevue Asset 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
2021
Q3 		– Sell
-66
Closed -$2K – 607
2021
Q2 		$2K Sell
66
-6
-8% -$165 ﹤0.01% 553
2021
Q1 		$2K Buy
+72
New +$2.23K ﹤0.01% 615

Other funds holding SGFY

NMVA
New Mountain Vantage Advisers New York $4.33B AUM 35.3% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
BCVI
Bain Capital Venture Investors Boston, Massachusetts $175M AUM 21.91% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GH
Grosvenor Holdings Chicago, Illinois $512M AUM 19.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bellevue Asset Management's SGFY Position: Q3 2021 in Review

Bellevue Asset Management sold out of Signify Health, Inc. (SGFY) in Q3 2021, closing a stake of 66 shares — an estimated $2K sold.

Bellevue Asset Management first reported a position in SGFY in Q1 2021 and held it in 2 quarters. The position peaked at $2K in Q2 2021. 113 funds tracked by Wall St. Rank hold SGFY as of Q3 2021.

  • Bellevue Asset Management reported no remaining Signify Health, Inc. position as of Q3 2021 after selling out during the quarter.
  • Bellevue Asset Management sold 66 Signify Health, Inc. shares in Q3 2021, an estimated $2K.
  • Bellevue Asset Management first reported a position in Signify Health, Inc. in Q1 2021 and held it in 2 quarters.
  • Bellevue Asset Management's Signify Health, Inc. position peaked at $2K in Q2 2021.
  • 113 funds tracked by Wall St. Rank held Signify Health, Inc. as of Q3 2021.

Based on Bellevue Asset Management's 13F filing for Q3 2021, filed 5 Nov 2021.