Morgan Stanley’s Signify Health, Inc. SGFY Stock Holding History

Morgan Stanley’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	-758,072	Closed	-$21.7M	–	7895
2022 Q4	$21.7M	Buy	758,072 +132,578	+21%	+$3.83M	﹤0.01%	2256
2022 Q3	$18.2M	Sell	625,494 -989,184	-61%	-$22.8M	﹤0.01%	2281
2022 Q2	$22.3M	Buy	1,614,678 +298,735	+23%	+$4.21M	﹤0.01%	2168
2022 Q1	$23.9M	Sell	1,315,943 -285,589	-18%	-$4.09M	﹤0.01%	1932
2021 Q4	$22.8M	Buy	1,601,532 +580,292	+57%	+$8.98M	﹤0.01%	2016
2021 Q3	$18.2M	Buy	1,021,240 +166,217	+19%	+$4.27M	﹤0.01%	2186
2021 Q2	$26M	Sell	855,023 -10,248	-1%	-$282K	﹤0.01%	1880
2021 Q1	$25.3M	Buy	+865,271	New	+$26.8M	﹤0.01%	1704

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

Morgan Stanley's SGFY Position: Q1 2023 in Review

Morgan Stanley sold out of Signify Health, Inc. (SGFY) in Q1 2023, closing a stake of 758,072 shares — an estimated $21.7M sold.

Morgan Stanley first reported a position in SGFY in Q1 2021 and held it in 8 quarters. The position peaked at $26M in Q2 2021. 5 funds tracked by Wall St. Rank hold SGFY as of Q1 2023.

Morgan Stanley reported no remaining Signify Health, Inc. position as of Q1 2023 after selling out during the quarter.
Morgan Stanley sold 758,072 Signify Health, Inc. shares in Q1 2023, an estimated $21.7M.
Morgan Stanley first reported a position in Signify Health, Inc. in Q1 2021 and held it in 8 quarters.
Morgan Stanley's Signify Health, Inc. position peaked at $26M in Q2 2021.
5 funds tracked by Wall St. Rank held Signify Health, Inc. as of Q1 2023.

Based on Morgan Stanley's 13F filing for Q1 2023, filed 15 May 2023.