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Amalgamated Financial’s Surgery Partners SGRY Stock Holding History

Amalgamated 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
2022
Q1 		$305K Buy
+5,542
New +$274K ﹤0.01% 1729

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Amalgamated Financial's SGRY Position: Q1 2022 in Review

Amalgamated Financial opened a new position in Surgery Partners (SGRY) in Q1 2022: 5,542 shares worth $305K. The stake represents ﹤0.01% of the portfolio and ranks #1729 among its holdings.

149 funds tracked by Wall St. Rank hold SGRY as of Q1 2022.

  • Amalgamated Financial held 5,542 shares of Surgery Partners worth $305K as of Q1 2022.
  • Surgery Partners was a new Amalgamated Financial position in Q1 2022.
  • Surgery Partners made up ﹤0.01% of Amalgamated Financial's portfolio in Q1 2022, its #1729 holding.
  • 149 funds tracked by Wall St. Rank held Surgery Partners as of Q1 2022.

Based on Amalgamated Financial's 13F filing for Q1 2022, filed 16 May 2022.