KI
SGFY

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

Kula 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
-15,488
Closed -$444K – 915
2022
Q4 		$444K Buy
+15,488
New +$447K 0.13% 257

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

Kula Investments's SGFY Position: Q1 2023 in Review

Kula Investments sold out of Signify Health, Inc. (SGFY) in Q1 2023, closing a stake of 15,488 shares — an estimated $444K sold.

Kula Investments first reported a position in SGFY in Q4 2022 and held it in 1 quarter. The position peaked at $444K in Q4 2022. 5 funds tracked by Wall St. Rank hold SGFY as of Q1 2023.

  • Kula Investments reported no remaining Signify Health, Inc. position as of Q1 2023 after selling out during the quarter.
  • Kula Investments sold 15,488 Signify Health, Inc. shares in Q1 2023, an estimated $444K.
  • Kula Investments first reported a position in Signify Health, Inc. in Q4 2022 and held it in 1 quarter.
  • Kula Investments's Signify Health, Inc. position peaked at $444K in Q4 2022.
  • 5 funds tracked by Wall St. Rank held Signify Health, Inc. as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.