Arrowstreet Capital’s Surgery Partners SGRY Stock Holding History

Arrowstreet Capital’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
2021 Q2	–	Sell	-50,148	Closed	-$2.22M	–	2180
2021 Q1	$2.22M	Buy	50,148 +14,009	+39%	+$520K	﹤0.01%	1533
2020 Q4	$1.05M	Sell	36,139 -200,405	-85%	-$4.99M	﹤0.01%	1815
2020 Q3	$5.18M	Sell	236,544 -115,260	-33%	-$2.05M	0.01%	1132
2020 Q2	$4.07M	Buy	+351,804	New	+$3.86M	0.01%	1143
2020 Q1	–	Sell	-18,991	Closed	-$297K	–	2091
2019 Q4	$297K	Buy	+18,991	New	+$215K	﹤0.01%	1571
2018 Q4	–	Sell	-33,402	Closed	-$551K	–	1488
2018 Q3	$551K	Buy	+33,402	New	+$533K	﹤0.01%	888
2017 Q3	–	Sell	-13,454	Closed	-$306K	–	1222
2017 Q2	$306K	Buy	+13,454	New	+$277K	﹤0.01%	941

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

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Arrowstreet Capital's SGRY Position: Q2 2021 in Review

Arrowstreet Capital sold out of Surgery Partners (SGRY) in Q2 2021, closing a stake of 50,148 shares — an estimated $2.22M sold.

Arrowstreet Capital first reported a position in SGRY in Q2 2017 and held it in 7 quarters. The position peaked at $5.18M in Q3 2020. 134 funds tracked by Wall St. Rank hold SGRY as of Q2 2021.

Arrowstreet Capital reported no remaining Surgery Partners position as of Q2 2021 after selling out during the quarter.
Arrowstreet Capital sold 50,148 Surgery Partners shares in Q2 2021, an estimated $2.22M.
Arrowstreet Capital first reported a position in Surgery Partners in Q2 2017 and held it in 7 quarters.
Arrowstreet Capital's Surgery Partners position peaked at $5.18M in Q3 2020.
134 funds tracked by Wall St. Rank held Surgery Partners as of Q2 2021.

Based on Arrowstreet Capital's 13F filing for Q2 2021, filed 13 Aug 2021.