Rockefeller Capital Management
SGFY

Rockefeller Capital Management’s Signify Health, Inc. SGFY Stock Holding History

Rockefeller Capital Management’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
-500
Closed -$14K – 4190
2022
Q4 		$14K Hold
500
– – ﹤0.01% 2945
2022
Q3 		$14K Buy
+500
New +$11.5K ﹤0.01% 2949

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

Rockefeller Capital Management's SGFY Position: Q1 2023 in Review

Rockefeller Capital Management sold out of Signify Health, Inc. (SGFY) in Q1 2023, closing a stake of 500 shares — an estimated $14K sold.

Rockefeller Capital Management first reported a position in SGFY in Q3 2022 and held it in 2 quarters. The position peaked at $14K in Q4 2022. 5 funds tracked by Wall St. Rank hold SGFY as of Q1 2023.

  • Rockefeller Capital Management reported no remaining Signify Health, Inc. position as of Q1 2023 after selling out during the quarter.
  • Rockefeller Capital Management sold 500 Signify Health, Inc. shares in Q1 2023, an estimated $14K.
  • Rockefeller Capital Management first reported a position in Signify Health, Inc. in Q3 2022 and held it in 2 quarters.
  • Rockefeller Capital Management's Signify Health, Inc. position peaked at $14K in Q4 2022.
  • 5 funds tracked by Wall St. Rank held Signify Health, Inc. as of Q1 2023.

Based on Rockefeller Capital Management's 13F filing for Q1 2023, filed 16 May 2023.