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Advisornet Financial’s Surgery Partners SGRY Stock Holding History

Advisornet Financial’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
2024
Q1 		– Sell
-12
Closed -$384 – 2451
2023
Q4 		$384 Buy
12
+3
+33% +$87 ﹤0.01% 2168
2023
Q3 		$263 Sell
9
-4
-31% -$144 ﹤0.01% 2100
2023
Q2 		$585 Buy
13
+10
+333% +$382 ﹤0.01% 2023
2023
Q1 		$103 Hold
3
– – ﹤0.01% 2311
2022
Q4 		$84 Buy
+3
New +$79 ﹤0.01% 2307

Other funds holding SGRY

BCI
Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Advisornet Financial's SGRY Position: Q1 2024 in Review

Advisornet Financial sold out of Surgery Partners (SGRY) in Q1 2024, closing a stake of 12 shares — an estimated $384 sold.

Advisornet Financial first reported a position in SGRY in Q4 2022 and held it in 5 quarters. The position peaked at $585 in Q2 2023. 180 funds tracked by Wall St. Rank hold SGRY as of Q1 2024.

  • Advisornet Financial reported no remaining Surgery Partners position as of Q1 2024 after selling out during the quarter.
  • Advisornet Financial sold 12 Surgery Partners shares in Q1 2024, an estimated $384.
  • Advisornet Financial first reported a position in Surgery Partners in Q4 2022 and held it in 5 quarters.
  • Advisornet Financial's Surgery Partners position peaked at $585 in Q2 2023.
  • 180 funds tracked by Wall St. Rank held Surgery Partners as of Q1 2024.

Based on Advisornet Financial's 13F filing for Q1 2024, filed 12 Apr 2024.