YMRC
SGFY

Yorktown Management & Research Company’s Signify Health, Inc. SGFY Stock Holding History

Yorktown Management & Research Company’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
-11,400
Closed -$327K – 218
2022
Q4 		$327K Hold
11,400
– – 0.4% 120
2022
Q3 		$332K Hold
11,400
– – 0.43% 91
2022
Q2 		$157K Hold
11,400
– – 0.2% 178
2022
Q1 		$207K Buy
+11,400
New +$163K 0.18% 211

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 $537M AUM 18.24% 1-Year Est. Return
FCA
FinTrust Capital Advisors Greenville, South Carolina $591M AUM 26.89% 1-Year Est. Return

Yorktown Management & Research Company's SGFY Position: Q1 2023 in Review

Yorktown Management & Research Company sold out of Signify Health, Inc. (SGFY) in Q1 2023, closing a stake of 11,400 shares — an estimated $327K sold.

Yorktown Management & Research Company first reported a position in SGFY in Q1 2022 and held it in 4 quarters. The position peaked at $332K in Q3 2022. 5 funds tracked by Wall St. Rank hold SGFY as of Q1 2023.

  • Yorktown Management & Research Company reported no remaining Signify Health, Inc. position as of Q1 2023 after selling out during the quarter.
  • Yorktown Management & Research Company sold 11,400 Signify Health, Inc. shares in Q1 2023, an estimated $327K.
  • Yorktown Management & Research Company first reported a position in Signify Health, Inc. in Q1 2022 and held it in 4 quarters.
  • Yorktown Management & Research Company's Signify Health, Inc. position peaked at $332K in Q3 2022.
  • 5 funds tracked by Wall St. Rank held Signify Health, Inc. as of Q1 2023.

Based on Yorktown Management & Research Company's 13F filing for Q1 2023, filed 21 Apr 2023.