LOAMS
SGFY

Lombard Odier Asset Management (Switzerland)’s Signify Health, Inc. SGFY Stock Holding History

Lombard Odier Asset Management (Switzerland)’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
-104,661
Closed -$3M – 429
2022
Q4 		$3M Sell
104,661
-293,900
-74% -$8.48M 0.24% 94
2022
Q3 		$11.6M Sell
398,561
-103,886
-21% -$2.39M 0.99% 35
2022
Q2 		$6.93M Sell
502,447
-24,946
-5% -$351K 0.59% 42
2022
Q1 		$9.57M Buy
527,393
+198,048
+60% +$2.84M 0.75% 47
2021
Q4 		$4.68M Buy
329,345
+27,857
+9% +$431K 0.3% 67
2021
Q3 		$5.39M Buy
301,488
+56,546
+23% +$1.45M 0.33% 76
2021
Q2 		$7.45M Buy
244,942
+64,208
+36% +$1.77M 0.38% 75
2021
Q1 		$5.29M Buy
+180,734
New +$5.59M 0.35% 76

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 $537M AUM 18.24% 1-Year Est. Return
FCA
FinTrust Capital Advisors Greenville, South Carolina $591M AUM 26.89% 1-Year Est. Return

Lombard Odier Asset Management (Switzerland)'s SGFY Position: Q1 2023 in Review

Lombard Odier Asset Management (Switzerland) sold out of Signify Health, Inc. (SGFY) in Q1 2023, closing a stake of 104,661 shares — an estimated $3M sold.

Lombard Odier Asset Management (Switzerland) first reported a position in SGFY in Q1 2021 and held it in 8 quarters. The position peaked at $11.6M in Q3 2022. 5 funds tracked by Wall St. Rank hold SGFY as of Q1 2023.

  • Lombard Odier Asset Management (Switzerland) reported no remaining Signify Health, Inc. position as of Q1 2023 after selling out during the quarter.
  • Lombard Odier Asset Management (Switzerland) sold 104,661 Signify Health, Inc. shares in Q1 2023, an estimated $3M.
  • Lombard Odier Asset Management (Switzerland) first reported a position in Signify Health, Inc. in Q1 2021 and held it in 8 quarters.
  • Lombard Odier Asset Management (Switzerland)'s Signify Health, Inc. position peaked at $11.6M in Q3 2022.
  • 5 funds tracked by Wall St. Rank held Signify Health, Inc. as of Q1 2023.

Based on Lombard Odier Asset Management (Switzerland)'s 13F filing for Q1 2023, filed 15 May 2023.