Amundi’s Surgery Partners SGRY Stock Holding History

Amundi’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
2023 Q3	–	Sell	-2,611	Closed	-$114K	–	2060
2023 Q2	$114K	Hold	2,611	–	–	﹤0.01%	1742
2023 Q1	$90.7K	Hold	2,611	–	–	﹤0.01%	1767
2022 Q4	$78K	Buy	+2,611	New	+$69.1K	﹤0.01%	1641

Other funds holding SGRY

BCI

Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Amundi's SGRY Position: Q3 2023 in Review

Amundi sold out of Surgery Partners (SGRY) in Q3 2023, closing a stake of 2,611 shares — an estimated $114K sold.

Amundi first reported a position in SGRY in Q4 2022 and held it in 3 quarters. The position peaked at $114K in Q2 2023. 164 funds tracked by Wall St. Rank hold SGRY as of Q3 2023.

Amundi reported no remaining Surgery Partners position as of Q3 2023 after selling out during the quarter.
Amundi sold 2,611 Surgery Partners shares in Q3 2023, an estimated $114K.
Amundi first reported a position in Surgery Partners in Q4 2022 and held it in 3 quarters.
Amundi's Surgery Partners position peaked at $114K in Q2 2023.
164 funds tracked by Wall St. Rank held Surgery Partners as of Q3 2023.

Based on Amundi's 13F filing for Q3 2023, filed 14 Nov 2023.