State Street’s Signify Health, Inc. SGFY Stock Holding History

State Street’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	-1,211,844	Closed	-$34.7M	–	4853
2022 Q4	$34.7M	Buy	1,211,844 +55,184	+5%	+$1.59M	﹤0.01%	1875
2022 Q3	$33.7M	Buy	1,156,660 +226,154	+24%	+$5.21M	﹤0.01%	1874
2022 Q2	$12.8M	Buy	930,506 +61,611	+7%	+$867K	﹤0.01%	2548
2022 Q1	$15.8M	Buy	868,895 +32,138	+4%	+$461K	﹤0.01%	2561
2021 Q4	$11.9M	Buy	836,757 +136,654	+20%	+$2.11M	﹤0.01%	2822
2021 Q3	$12.5M	Buy	700,103 +268,522	+62%	+$6.91M	﹤0.01%	2756
2021 Q2	$13.1M	Buy	431,581 +285,827	+196%	+$7.86M	﹤0.01%	2757
2021 Q1	$4.26M	Buy	+145,754	New	+$4.51M	﹤0.01%	3118

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

State Street's SGFY Position: Q1 2023 in Review

State Street sold out of Signify Health, Inc. (SGFY) in Q1 2023, closing a stake of 1,211,844 shares — an estimated $34.7M sold.

State Street first reported a position in SGFY in Q1 2021 and held it in 8 quarters. The position peaked at $34.7M in Q4 2022. 5 funds tracked by Wall St. Rank hold SGFY as of Q1 2023.

State Street reported no remaining Signify Health, Inc. position as of Q1 2023 after selling out during the quarter.
State Street sold 1,211,844 Signify Health, Inc. shares in Q1 2023, an estimated $34.7M.
State Street first reported a position in Signify Health, Inc. in Q1 2021 and held it in 8 quarters.
State Street's Signify Health, Inc. position peaked at $34.7M in Q4 2022.
5 funds tracked by Wall St. Rank held Signify Health, Inc. as of Q1 2023.

Based on State Street's 13F filing for Q1 2023, filed 15 May 2023.