Dimensional Fund Advisors
SGFY

Dimensional Fund Advisors’s Signify Health, Inc. SGFY Stock Holding History

Dimensional Fund 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
2023
Q1 		– Sell
-14,643
Closed -$420 – 3527
2022
Q4 		$420 Buy
14,643
+751
+5% +$21.7K ﹤0.01% 3074
2022
Q3 		$405K Buy
+13,892
New +$320K ﹤0.01% 3091

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

Dimensional Fund Advisors's SGFY Position: Q1 2023 in Review

Dimensional Fund Advisors sold out of Signify Health, Inc. (SGFY) in Q1 2023, closing a stake of 14,643 shares — an estimated $420 sold.

Dimensional Fund Advisors first reported a position in SGFY in Q3 2022 and held it in 2 quarters. The position peaked at $405K in Q3 2022. 5 funds tracked by Wall St. Rank hold SGFY as of Q1 2023.

  • Dimensional Fund Advisors reported no remaining Signify Health, Inc. position as of Q1 2023 after selling out during the quarter.
  • Dimensional Fund Advisors sold 14,643 Signify Health, Inc. shares in Q1 2023, an estimated $420.
  • Dimensional Fund Advisors first reported a position in Signify Health, Inc. in Q3 2022 and held it in 2 quarters.
  • Dimensional Fund Advisors's Signify Health, Inc. position peaked at $405K in Q3 2022.
  • 5 funds tracked by Wall St. Rank held Signify Health, Inc. as of Q1 2023.

Based on Dimensional Fund Advisors's 13F filing for Q1 2023, filed 12 May 2023.