MYIA
SGFY

Mount Yale Investment Advisors’s Signify Health, Inc. SGFY Stock Holding History

Mount Yale Investment Advisors’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
2022
Q3 		– Sell
-15,764
Closed -$218K – 488
2022
Q2 		$218K Hold
15,764
– – 0.03% 428
2022
Q1 		$286K Hold
15,764
– – 0.03% 377
2021
Q4 		$224K Hold
15,764
– – 0.02% 435
2021
Q3 		$282K Buy
+15,764
New +$405K 0.03% 363

Other funds holding SGFY

NMC
New Mountain Capital New York $110M AUM 51.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.63% 1-Year Est. Return
KC
Kryger Capital London, United Kingdom $1.41B AUM 86.31% 1-Year Est. Return
BCM
Beryl Capital Management Redondo Beach, California $110M AUM 317.92% 1-Year Est. Return

Mount Yale Investment Advisors's SGFY Position: Q3 2022 in Review

Mount Yale Investment Advisors sold out of Signify Health, Inc. (SGFY) in Q3 2022, closing a stake of 15,764 shares — an estimated $218K sold.

Mount Yale Investment Advisors first reported a position in SGFY in Q3 2021 and held it in 4 quarters. The position peaked at $286K in Q1 2022. 205 funds tracked by Wall St. Rank hold SGFY as of Q3 2022.

  • Mount Yale Investment Advisors reported no remaining Signify Health, Inc. position as of Q3 2022 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 15,764 Signify Health, Inc. shares in Q3 2022, an estimated $218K.
  • Mount Yale Investment Advisors first reported a position in Signify Health, Inc. in Q3 2021 and held it in 4 quarters.
  • Mount Yale Investment Advisors's Signify Health, Inc. position peaked at $286K in Q1 2022.
  • 205 funds tracked by Wall St. Rank held Signify Health, Inc. as of Q3 2022.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2022, filed 7 Nov 2022.