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

Wellington Management 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	-89,887	Closed	-$2.58M	–	2140
2022 Q4	$2.58M	Buy	89,887 +6,105	+7%	+$176K	﹤0.01%	1452
2022 Q3	$2.44M	Buy	+83,782	New	+$1.93M	﹤0.01%	1474
2022 Q2	–	Sell	-29,109	Closed	-$528K	–	2235
2022 Q1	$528K	Buy	29,109 +5,124	+21%	+$73.5K	﹤0.01%	1904
2021 Q4	$341K	Buy	+23,985	New	+$371K	﹤0.01%	2053
2021 Q2	–	Sell	-254,443	Closed	-$7.45M	–	2310
2021 Q1	$7.45M	Buy	+254,443	New	+$7.87M	﹤0.01%	1322

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

Wellington Management Group's SGFY Position: Q1 2023 in Review

Wellington Management Group sold out of Signify Health, Inc. (SGFY) in Q1 2023, closing a stake of 89,887 shares — an estimated $2.58M sold.

Wellington Management Group first reported a position in SGFY in Q1 2021 and held it in 5 quarters. The position peaked at $7.45M in Q1 2021. 5 funds tracked by Wall St. Rank hold SGFY as of Q1 2023.

Wellington Management Group reported no remaining Signify Health, Inc. position as of Q1 2023 after selling out during the quarter.
Wellington Management Group sold 89,887 Signify Health, Inc. shares in Q1 2023, an estimated $2.58M.
Wellington Management Group first reported a position in Signify Health, Inc. in Q1 2021 and held it in 5 quarters.
Wellington Management Group's Signify Health, Inc. position peaked at $7.45M in Q1 2021.
5 funds tracked by Wall St. Rank held Signify Health, Inc. as of Q1 2023.

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