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Advisory Research’s Surgery Partners SGRY Stock Holding History

Advisory Research’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
2020
Q4 		– Sell
-36,571
Closed -$801K – 342
2020
Q3 		$801K Buy
+36,571
New +$650K 0.08% 196
2017
Q3 		– Sell
-62,854
Closed -$1.43M – 468
2017
Q2 		$1.43M Buy
62,854
+14,663
+30% +$301K 0.02% 272
2017
Q1 		$940K Buy
+48,191
New +$937K 0.01% 326

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
KSCM
King Street Capital Management New York $328M AUM 0.61% 1-Year Est. Return
ITP
Iron Triangle Partners Cos Cob, Connecticut $875M AUM 49.85% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $28.2B AUM 115.26% 1-Year Est. Return

Advisory Research's SGRY Position: Q4 2020 in Review

Advisory Research sold out of Surgery Partners (SGRY) in Q4 2020, closing a stake of 36,571 shares — an estimated $801K sold.

Advisory Research first reported a position in SGRY in Q1 2017 and held it in 3 quarters. The position peaked at $1.43M in Q2 2017. 115 funds tracked by Wall St. Rank hold SGRY as of Q4 2020.

  • Advisory Research reported no remaining Surgery Partners position as of Q4 2020 after selling out during the quarter.
  • Advisory Research sold 36,571 Surgery Partners shares in Q4 2020, an estimated $801K.
  • Advisory Research first reported a position in Surgery Partners in Q1 2017 and held it in 3 quarters.
  • Advisory Research's Surgery Partners position peaked at $1.43M in Q2 2017.
  • 115 funds tracked by Wall St. Rank held Surgery Partners as of Q4 2020.

Based on Advisory Research's 13F filing for Q4 2020, filed 12 Feb 2021.