BCA
SGFY

Berman Capital Advisors’s Signify Health, Inc. SGFY Stock Holding History

Berman Capital Advisors’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 		$1K Buy
+108
New +$2.78K ﹤0.01% 2025

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 $175B AUM 40.63% 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

Berman Capital Advisors's SGFY Position: Q3 2021 in Review

Berman Capital Advisors opened a new position in Signify Health, Inc. (SGFY) in Q3 2021: 108 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #2025 among its holdings.

113 funds tracked by Wall St. Rank hold SGFY as of Q3 2021.

  • Berman Capital Advisors held 108 shares of Signify Health, Inc. worth $1K as of Q3 2021.
  • Signify Health, Inc. was a new Berman Capital Advisors position in Q3 2021.
  • Signify Health, Inc. made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #2025 holding.
  • 113 funds tracked by Wall St. Rank held Signify Health, Inc. as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.