HSBC Holdings’s Signify Health, Inc. SGFY Stock Holding History

HSBC Holdings’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	-647,750	Closed	-$18.5M	–	3212
2022 Q4	$18.5M	Sell	647,750 -11,634	-2%	-$336K	0.02%	688
2022 Q3	$19.2M	Buy	+659,384	New	+$15.2M	0.03%	560
2022 Q1	–	Sell	-14,118	Closed	-$205K	–	3546
2021 Q4	$205K	Buy	+14,118	New	+$218K	﹤0.01%	3027

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

HSBC Holdings's SGFY Position: Q1 2023 in Review

HSBC Holdings sold out of Signify Health, Inc. (SGFY) in Q1 2023, closing a stake of 647,750 shares — an estimated $18.5M sold.

HSBC Holdings first reported a position in SGFY in Q4 2021 and held it in 3 quarters. The position peaked at $19.2M in Q3 2022. 5 funds tracked by Wall St. Rank hold SGFY as of Q1 2023.

HSBC Holdings reported no remaining Signify Health, Inc. position as of Q1 2023 after selling out during the quarter.
HSBC Holdings sold 647,750 Signify Health, Inc. shares in Q1 2023, an estimated $18.5M.
HSBC Holdings first reported a position in Signify Health, Inc. in Q4 2021 and held it in 3 quarters.
HSBC Holdings's Signify Health, Inc. position peaked at $19.2M in Q3 2022.
5 funds tracked by Wall St. Rank held Signify Health, Inc. as of Q1 2023.

Based on HSBC Holdings's 13F filing for Q1 2023, filed 15 May 2023.