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Advisor Group’s Surgery Partners SGRY Stock Holding History

Advisor Group’s Portfolio SGRY Stock Details SGRY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-463
Closed -$4K – 5405
2019
Q2 		$4K Hold
463
– – ﹤0.01% 4783
2019
Q1 		$6K Buy
463
+175
+61% +$2.2K ﹤0.01% 4607
2018
Q4 		$3K Buy
288
+32
+13% +$429 ﹤0.01% 4730
2018
Q3 		$4K Buy
256
+166
+184% +$2.65K ﹤0.01% 4674
2018
Q2 		$1K Hold
90
– – ﹤0.01% 4826
2018
Q1 		$2K Sell
90
-33
-27% -$514 ﹤0.01% 4711
2017
Q4 		$1K Sell
123
-208
-63% -$1.99K ﹤0.01% 4852
2017
Q3 		$3K Buy
331
+85
+35% +$1.22K ﹤0.01% 4444
2017
Q2 		$6K Sell
246
-86
-26% -$1.77K ﹤0.01% 4182
2017
Q1 		$6K Buy
+332
New +$6.45K ﹤0.01% 4045
2016
Q4 		– Sell
-37
Closed -$1K – 4607
2016
Q3 		$1K Hold
37
– – ﹤0.01% 4347
2016
Q2 		$0 Buy
+37
New +$551 ﹤0.01% 4487

Other funds holding SGRY

BCI
Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
ECP
Elk Creek Partners Denver, Colorado $582M AUM 10.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Advisor Group's SGRY Position: Q3 2019 in Review

Advisor Group sold out of Surgery Partners (SGRY) in Q3 2019, closing a stake of 463 shares — an estimated $4K sold.

Advisor Group first reported a position in SGRY in Q2 2016 and held it in 12 quarters. The position peaked at $6K in Q1 2019. 88 funds tracked by Wall St. Rank hold SGRY as of Q3 2019.

  • Advisor Group reported no remaining Surgery Partners position as of Q3 2019 after selling out during the quarter.
  • Advisor Group sold 463 Surgery Partners shares in Q3 2019, an estimated $4K.
  • Advisor Group first reported a position in Surgery Partners in Q2 2016 and held it in 12 quarters.
  • Advisor Group's Surgery Partners position peaked at $6K in Q1 2019.
  • 88 funds tracked by Wall St. Rank held Surgery Partners as of Q3 2019.

Based on Advisor Group's 13F filing for Q3 2019, filed 13 Nov 2019.