Fidelity Investments
SGFY

Fidelity Investments’s Signify Health, Inc. SGFY Stock Holding History

Fidelity Investments’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
-7,163
Closed -$205K – 5621
2022
Q4 		$205K Buy
7,163
+2,307
+48% +$66.6K ﹤0.01% 3006
2022
Q3 		$142K Buy
4,856
+179
+4% +$4.12K ﹤0.01% 3161
2022
Q2 		$65K Sell
4,677
-336
-7% -$4.73K ﹤0.01% 3474
2022
Q1 		$91K Sell
5,013
-617,040
-99% -$8.85M ﹤0.01% 3480
2021
Q4 		$8.85M Sell
622,053
-367,522
-37% -$5.69M ﹤0.01% 2159
2021
Q3 		$17.7M Sell
989,575
-1,073,846
-52% -$27.6M ﹤0.01% 1892
2021
Q2 		$62.8M Buy
2,063,421
+78,959
+4% +$2.17M ﹤0.01% 1329
2021
Q1 		$58.1M Buy
+1,984,462
New +$61.4M 0.01% 1322

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

Fidelity Investments's SGFY Position: Q1 2023 in Review

Fidelity Investments sold out of Signify Health, Inc. (SGFY) in Q1 2023, closing a stake of 7,163 shares — an estimated $205K sold.

Fidelity Investments first reported a position in SGFY in Q1 2021 and held it in 8 quarters. The position peaked at $62.8M in Q2 2021. 5 funds tracked by Wall St. Rank hold SGFY as of Q1 2023.

  • Fidelity Investments reported no remaining Signify Health, Inc. position as of Q1 2023 after selling out during the quarter.
  • Fidelity Investments sold 7,163 Signify Health, Inc. shares in Q1 2023, an estimated $205K.
  • Fidelity Investments first reported a position in Signify Health, Inc. in Q1 2021 and held it in 8 quarters.
  • Fidelity Investments's Signify Health, Inc. position peaked at $62.8M in Q2 2021.
  • 5 funds tracked by Wall St. Rank held Signify Health, Inc. as of Q1 2023.

Based on Fidelity Investments's 13F filing for Q1 2023, filed 11 May 2023.