UBS AM’s Signify Health, Inc. SGFY Stock Holding History

UBS AM’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	-129,573	Closed	-$3.71M	–	2739
2022 Q4	$3.71M	Buy	129,573 +4,741	+4%	+$137K	﹤0.01%	1269
2022 Q3	$3.64M	Buy	124,832 +2,513	+2%	+$57.9K	﹤0.01%	1318
2022 Q2	$1.69M	Buy	122,319 +50,041	+69%	+$705K	﹤0.01%	1692
2022 Q1	$1.31M	Buy	72,278 +61,878	+595%	+$887K	﹤0.01%	2000
2021 Q4	$148K	Hold	10,400	–	–	﹤0.01%	2793
2021 Q3	$186K	Sell	10,400 -7,745	-43%	-$199K	﹤0.01%	2698
2021 Q2	$552K	Buy	+18,145	New	+$499K	﹤0.01%	2500

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

UBS AM's SGFY Position: Q1 2023 in Review

UBS AM sold out of Signify Health, Inc. (SGFY) in Q1 2023, closing a stake of 129,573 shares — an estimated $3.71M sold.

UBS AM first reported a position in SGFY in Q2 2021 and held it in 7 quarters. The position peaked at $3.71M in Q4 2022. 5 funds tracked by Wall St. Rank hold SGFY as of Q1 2023.

UBS AM reported no remaining Signify Health, Inc. position as of Q1 2023 after selling out during the quarter.
UBS AM sold 129,573 Signify Health, Inc. shares in Q1 2023, an estimated $3.71M.
UBS AM first reported a position in Signify Health, Inc. in Q2 2021 and held it in 7 quarters.
UBS AM's Signify Health, Inc. position peaked at $3.71M in Q4 2022.
5 funds tracked by Wall St. Rank held Signify Health, Inc. as of Q1 2023.

Based on UBS AM's 13F filing for Q1 2023, filed 15 May 2023.