Ameriprise
SRGA

Ameriprise’s Surgalign Holdings, Inc. Common Stock SRGA Stock Holding History

Ameriprise’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
2019
Q4 		– Sell
-358
Closed -$30K – 3786
2019
Q3 		$30K Sell
358
-1,359
-79% -$145K ﹤0.01% 3680
2019
Q2 		$219K Sell
1,717
-58
-3% -$8.35K ﹤0.01% 3569
2019
Q1 		$320K Sell
1,775
-319
-15% -$46.2K ﹤0.01% 3426
2018
Q4 		$233K Sell
2,094
-70
-3% -$9.12K ﹤0.01% 3410
2018
Q3 		$293K Sell
2,164
-83
-4% -$11.4K ﹤0.01% 3448
2018
Q2 		$311K Sell
2,247
-86
-4% -$11.8K ﹤0.01% 3379
2018
Q1 		$323K Buy
2,333
+67
+3% +$9.12K ﹤0.01% 3350
2017
Q4 		$279K Sell
2,266
-74
-3% -$10.2K ﹤0.01% 3375
2017
Q3 		$320K Sell
2,340
-525
-18% -$79.3K ﹤0.01% 3364
2017
Q2 		$503K Buy
2,865
+1,371
+92% +$195K ﹤0.01% 3233
2017
Q1 		$180K Buy
1,494
+341
+30% +$35.5K ﹤0.01% 3489
2016
Q4 		$116K Buy
1,153
+177
+18% +$16.2K ﹤0.01% 3756
2016
Q3 		$92K Buy
+976
New +$97.8K ﹤0.01% 3666
2014
Q4 		– Sell
-122
Closed -$17K – 4590
2014
Q3 		$17K Buy
122
+66
+118% +$9.57K ﹤0.01% 4561
2014
Q2 		$7K Hold
56
– – ﹤0.01% 4833
2014
Q1 		$6K Hold
56
– – ﹤0.01% 4743
2013
Q4 		$6K Sell
56
-117
-68% -$11.4K ﹤0.01% 4581
2013
Q3 		$19K Hold
173
– – ﹤0.01% 4460
2013
Q2 		$19K Buy
+173
New +$21.2K ﹤0.01% 4322

Other funds holding SRGA

PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 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
KFO
Kopp Family Office Bloomington, Minnesota $163M AUM 22.57% 1-Year Est. Return
KAM
Krensavage Asset Management New York $256M AUM 69.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
HM
HealthCor Management New York $109M AUM 10.64% 1-Year Est. Return
RSCM
Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return
HPM
HealthCor Partners Management Charleston, South Carolina $50.7M AUM

Ameriprise's SRGA Position: Q4 2019 in Review

Ameriprise sold out of Surgalign Holdings, Inc. Common Stock (SRGA) in Q4 2019, closing a stake of 358 shares — an estimated $30K sold.

Ameriprise first reported a position in SRGA in Q2 2013 and held it in 19 quarters. The position peaked at $503K in Q2 2017. 88 funds tracked by Wall St. Rank hold SRGA as of Q4 2019.

  • Ameriprise reported no remaining Surgalign Holdings, Inc. Common Stock position as of Q4 2019 after selling out during the quarter.
  • Ameriprise sold 358 Surgalign Holdings, Inc. Common Stock shares in Q4 2019, an estimated $30K.
  • Ameriprise first reported a position in Surgalign Holdings, Inc. Common Stock in Q2 2013 and held it in 19 quarters.
  • Ameriprise's Surgalign Holdings, Inc. Common Stock position peaked at $503K in Q2 2017.
  • 88 funds tracked by Wall St. Rank held Surgalign Holdings, Inc. Common Stock as of Q4 2019.

Based on Ameriprise's 13F filing for Q4 2019, filed 14 Feb 2020.