Ergoteles’s Signify Health, Inc. SGFY Stock Holding History

Ergoteles’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	-338,992	Closed	-$9.72M	–	1968
2022 Q4	$9.72M	Buy	338,992 +112,554	+50%	+$3.25M	0.36%	64
2022 Q3	$6.6M	Buy	226,438 +138,058	+156%	+$3.18M	0.23%	87
2022 Q2	$1.22M	Buy	+88,380	New	+$1.24M	0.04%	459
2021 Q3	–	Sell	-32,701	Closed	-$995K	–	1813
2021 Q2	$995K	Buy	+32,701	New	+$899K	0.02%	510

Other funds holding SGFY

BHCM

Brevan Howard Capital Management St. Helier, Jersey $11.3B AUM 35.84% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Ergoteles's SGFY Position: Q1 2023 in Review

Ergoteles sold out of Signify Health, Inc. (SGFY) in Q1 2023, closing a stake of 338,992 shares — an estimated $9.72M sold.

Ergoteles first reported a position in SGFY in Q2 2021 and held it in 4 quarters. The position peaked at $9.72M in Q4 2022. 5 funds tracked by Wall St. Rank hold SGFY as of Q1 2023.

Ergoteles reported no remaining Signify Health, Inc. position as of Q1 2023 after selling out during the quarter.
Ergoteles sold 338,992 Signify Health, Inc. shares in Q1 2023, an estimated $9.72M.
Ergoteles first reported a position in Signify Health, Inc. in Q2 2021 and held it in 4 quarters.
Ergoteles's Signify Health, Inc. position peaked at $9.72M in Q4 2022.
5 funds tracked by Wall St. Rank held Signify Health, Inc. as of Q1 2023.

Based on Ergoteles's 13F filing for Q1 2023, filed 10 May 2023.