Osaic Holdings
SGFY

Osaic Holdings’s Signify Health, Inc. SGFY Stock Holding History

Osaic Holdings’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
-4,712
Closed -$135K – 7633
2022
Q4 		$135K Buy
4,712
+418
+10% +$12.1K ﹤0.01% 4191
2022
Q3 		$126K Buy
4,294
+1,766
+70% +$40.7K ﹤0.01% 4166
2022
Q2 		$34K Buy
2,528
+330
+15% +$4.65K ﹤0.01% 5244
2022
Q1 		$40K Buy
2,198
+1,640
+294% +$23.5K ﹤0.01% 5260
2021
Q4 		$9K Sell
558
-5,159
-90% -$79.8K ﹤0.01% 6371
2021
Q3 		$102K Buy
5,717
+914
+19% +$23.5K ﹤0.01% 4514
2021
Q2 		$145K Buy
4,803
+3,110
+184% +$85.5K ﹤0.01% 4163
2021
Q1 		$50K Buy
+1,693
New +$52.4K ﹤0.01% 4891

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

Osaic Holdings's SGFY Position: Q1 2023 in Review

Osaic Holdings sold out of Signify Health, Inc. (SGFY) in Q1 2023, closing a stake of 4,712 shares — an estimated $135K sold.

Osaic Holdings first reported a position in SGFY in Q1 2021 and held it in 8 quarters. The position peaked at $145K in Q2 2021. 5 funds tracked by Wall St. Rank hold SGFY as of Q1 2023.

  • Osaic Holdings reported no remaining Signify Health, Inc. position as of Q1 2023 after selling out during the quarter.
  • Osaic Holdings sold 4,712 Signify Health, Inc. shares in Q1 2023, an estimated $135K.
  • Osaic Holdings first reported a position in Signify Health, Inc. in Q1 2021 and held it in 8 quarters.
  • Osaic Holdings's Signify Health, Inc. position peaked at $145K in Q2 2021.
  • 5 funds tracked by Wall St. Rank held Signify Health, Inc. as of Q1 2023.

Based on Osaic Holdings's 13F filing for Q1 2023, filed 12 May 2023.