Principal Financial Group
SGFY

Principal Financial Group’s Signify Health, Inc. SGFY Stock Holding History

Principal Financial Group’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
-1,012,001
Closed -$29M – 2514
2022
Q4 		$29M Sell
1,012,001
-697,312
-41% -$20.1M 0.02% 612
2022
Q3 		$49.8M Buy
1,709,313
+408,016
+31% +$9.4M 0.04% 377
2022
Q2 		$18M Buy
1,301,297
+362,380
+39% +$5.1M 0.01% 908
2022
Q1 		$17M Buy
938,917
+11,762
+1% +$169K 0.01% 1028
2021
Q4 		$13.2M Buy
927,155
+197,773
+27% +$3.06M 0.01% 1242
2021
Q3 		$13M Buy
729,382
+25,631
+4% +$659K 0.01% 1262
2021
Q2 		$21.4M Buy
703,751
+160,720
+30% +$4.42M 0.01% 926
2021
Q1 		$15.9M Buy
+543,031
New +$16.8M 0.01% 1104

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

Principal Financial Group's SGFY Position: Q1 2023 in Review

Principal Financial Group sold out of Signify Health, Inc. (SGFY) in Q1 2023, closing a stake of 1,012,001 shares — an estimated $29M sold.

Principal Financial Group first reported a position in SGFY in Q1 2021 and held it in 8 quarters. The position peaked at $49.8M in Q3 2022. 5 funds tracked by Wall St. Rank hold SGFY as of Q1 2023.

  • Principal Financial Group reported no remaining Signify Health, Inc. position as of Q1 2023 after selling out during the quarter.
  • Principal Financial Group sold 1,012,001 Signify Health, Inc. shares in Q1 2023, an estimated $29M.
  • Principal Financial Group first reported a position in Signify Health, Inc. in Q1 2021 and held it in 8 quarters.
  • Principal Financial Group's Signify Health, Inc. position peaked at $49.8M in Q3 2022.
  • 5 funds tracked by Wall St. Rank held Signify Health, Inc. as of Q1 2023.

Based on Principal Financial Group's 13F filing for Q1 2023, filed 9 May 2023.