Loomis, Sayles & Company
SGFY

Loomis, Sayles & Company’s Signify Health, Inc. SGFY Stock Holding History

Loomis, Sayles & Company’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
-525
Closed -$15K – 1044
2022
Q4 		$15K Buy
525
+418
+391% +$12.1K ﹤0.01% 759
2022
Q3 		$3K Hold
107
– – ﹤0.01% 751
2022
Q2 		$1K Buy
+107
New +$1.51K ﹤0.01% 964

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

Loomis, Sayles & Company's SGFY Position: Q1 2023 in Review

Loomis, Sayles & Company sold out of Signify Health, Inc. (SGFY) in Q1 2023, closing a stake of 525 shares — an estimated $15K sold.

Loomis, Sayles & Company first reported a position in SGFY in Q2 2022 and held it in 3 quarters. The position peaked at $15K in Q4 2022. 5 funds tracked by Wall St. Rank hold SGFY as of Q1 2023.

  • Loomis, Sayles & Company reported no remaining Signify Health, Inc. position as of Q1 2023 after selling out during the quarter.
  • Loomis, Sayles & Company sold 525 Signify Health, Inc. shares in Q1 2023, an estimated $15K.
  • Loomis, Sayles & Company first reported a position in Signify Health, Inc. in Q2 2022 and held it in 3 quarters.
  • Loomis, Sayles & Company's Signify Health, Inc. position peaked at $15K in Q4 2022.
  • 5 funds tracked by Wall St. Rank held Signify Health, Inc. as of Q1 2023.

Based on Loomis, Sayles & Company's 13F filing for Q1 2023, filed 11 May 2023.