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Aperio Group’s Surgery Partners SGRY Stock Holding History

Aperio Group’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
2019
Q4 		– Sell
-14,267
Closed -$105K – 2339
2019
Q3 		$105K Buy
14,267
+3,972
+39% +$28.4K ﹤0.01% 2237
2019
Q2 		$83K Sell
10,295
-153
-1% -$1.53K ﹤0.01% 2436
2019
Q1 		$118K Sell
10,448
-2,401
-19% -$30.2K ﹤0.01% 2230
2018
Q4 		$126K Sell
12,849
-79
-0.6% -$1.06K ﹤0.01% 2202
2018
Q3 		$213K Sell
12,928
-755
-6% -$12K ﹤0.01% 2165
2018
Q2 		$204K Sell
13,683
-1,810
-12% -$30.3K ﹤0.01% 2163
2018
Q1 		$266K Buy
15,493
+1,178
+8% +$18.4K ﹤0.01% 2013
2017
Q4 		$173K Buy
+14,315
New +$137K ﹤0.01% 2161

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ECP
Elk Creek Partners Denver, Colorado $582M AUM 10.23% 1-Year Est. Return

Aperio Group's SGRY Position: Q4 2019 in Review

Aperio Group sold out of Surgery Partners (SGRY) in Q4 2019, closing a stake of 14,267 shares — an estimated $105K sold.

Aperio Group first reported a position in SGRY in Q4 2017 and held it in 8 quarters. The position peaked at $266K in Q1 2018. 98 funds tracked by Wall St. Rank hold SGRY as of Q4 2019.

  • Aperio Group reported no remaining Surgery Partners position as of Q4 2019 after selling out during the quarter.
  • Aperio Group sold 14,267 Surgery Partners shares in Q4 2019, an estimated $105K.
  • Aperio Group first reported a position in Surgery Partners in Q4 2017 and held it in 8 quarters.
  • Aperio Group's Surgery Partners position peaked at $266K in Q1 2018.
  • 98 funds tracked by Wall St. Rank held Surgery Partners as of Q4 2019.

Based on Aperio Group's 13F filing for Q4 2019, filed 13 Feb 2020.