Acadian Asset Management’s Surgalign Holdings, Inc. Common Stock SRGA Stock Holding History

Acadian Asset Management’s Portfolio SRGA Stock Details SRGA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-7,427	Closed	-$25K	–	1936
2022 Q2	$25K	Buy	+7,427	New	+$41K	﹤0.01%	1593
2020 Q1	–	Sell	-38	Closed	-$3K	–	1998
2019 Q4	$3K	Sell	38 -1,094	-97%	-$76.7K	﹤0.01%	1789
2019 Q3	$97K	Sell	1,132 -961	-46%	-$103K	﹤0.01%	1496
2019 Q2	$266K	Sell	2,093 -46	-2%	-$6.62K	﹤0.01%	1158
2019 Q1	$386K	Buy	+2,139	New	+$309K	﹤0.01%	1178
2018 Q4	–	Sell	-381	Closed	-$52K	–	1883
2018 Q3	$52K	Buy	+381	New	+$52.5K	﹤0.01%	1351
2016 Q2	–	Sell	-780	Closed	-$94K	–	1573
2016 Q1	$94K	Sell	780 -4,350	-85%	-$457K	﹤0.01%	1032
2015 Q4	$611K	Sell	5,130 -6,755	-57%	-$871K	﹤0.01%	778
2015 Q3	$2.02M	Buy	11,885 +8,503	+251%	+$1.63M	0.01%	549
2015 Q2	$656K	Buy	+3,382	New	+$628K	﹤0.01%	756
2013 Q4	–	Sell	-126	Closed	-$14K	–	1125
2013 Q3	$14K	Sell	126 -1,436	-92%	-$163K	﹤0.01%	930
2013 Q2	$176K	Buy	+1,562	New	+$191K	﹤0.01%	692

Other funds holding SRGA

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CLG

Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GCP

GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Acadian Asset Management's SRGA Position: Q3 2022 in Review

Acadian Asset Management sold out of Surgalign Holdings, Inc. Common Stock (SRGA) in Q3 2022, closing a stake of 7,427 shares — an estimated $25K sold.

Acadian Asset Management first reported a position in SRGA in Q2 2013 and held it in 12 quarters. The position peaked at $2.02M in Q3 2015. 36 funds tracked by Wall St. Rank hold SRGA as of Q3 2022.

Acadian Asset Management reported no remaining Surgalign Holdings, Inc. Common Stock position as of Q3 2022 after selling out during the quarter.
Acadian Asset Management sold 7,427 Surgalign Holdings, Inc. Common Stock shares in Q3 2022, an estimated $25K.
Acadian Asset Management first reported a position in Surgalign Holdings, Inc. Common Stock in Q2 2013 and held it in 12 quarters.
Acadian Asset Management's Surgalign Holdings, Inc. Common Stock position peaked at $2.02M in Q3 2015.
36 funds tracked by Wall St. Rank held Surgalign Holdings, Inc. Common Stock as of Q3 2022.

Based on Acadian Asset Management's 13F filing for Q3 2022, filed 14 Nov 2022.