UBS Group
SGFY

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

UBS 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
-580,517
Closed -$16.6M – 11255
2022
Q4 		$16.6M Buy
580,517
+267,341
+85% +$7.72M 0.01% 1553
2022
Q3 		$9.13M Buy
313,176
+134,735
+76% +$3.1M ﹤0.01% 1863
2022
Q2 		$2.46M Buy
178,441
+136,888
+329% +$1.93M ﹤0.01% 2971
2022
Q1 		$754K Buy
41,553
+20,337
+96% +$292K ﹤0.01% 4367
2021
Q4 		$302K Buy
21,216
+15,048
+244% +$233K ﹤0.01% 5363
2021
Q3 		$110K Sell
6,168
-2,339
-27% -$60.2K ﹤0.01% 5774
2021
Q2 		$259K Buy
8,507
+3,427
+67% +$94.2K ﹤0.01% 5176
2021
Q1 		$148K Buy
+5,080
New +$157K ﹤0.01% 5676

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

UBS Group's SGFY Position: Q1 2023 in Review

UBS Group sold out of Signify Health, Inc. (SGFY) in Q1 2023, closing a stake of 580,517 shares — an estimated $16.6M sold.

UBS Group first reported a position in SGFY in Q1 2021 and held it in 8 quarters. The position peaked at $16.6M in Q4 2022. 5 funds tracked by Wall St. Rank hold SGFY as of Q1 2023.

  • UBS Group reported no remaining Signify Health, Inc. position as of Q1 2023 after selling out during the quarter.
  • UBS Group sold 580,517 Signify Health, Inc. shares in Q1 2023, an estimated $16.6M.
  • UBS Group first reported a position in Signify Health, Inc. in Q1 2021 and held it in 8 quarters.
  • UBS Group's Signify Health, Inc. position peaked at $16.6M in Q4 2022.
  • 5 funds tracked by Wall St. Rank held Signify Health, Inc. as of Q1 2023.

Based on UBS Group's 13F filing for Q1 2023, filed 12 May 2023.