AIM
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Assured Investment Management’s Surgery Partners SGRY Stock Holding History

Assured Investment Management’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
Q2 		– Sell
-11,954
Closed -$135K – 703
2019
Q1 		$135K Buy
+11,954
New +$151K ﹤0.01% 855

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ECP
Elk Creek Partners Denver, Colorado $582M AUM 10.23% 1-Year Est. Return
HCMT
Highland Capital Management (Texas) Dallas, Texas $39M AUM
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AAM
AMI Asset Management Los Angeles, California $1.57B AUM 19.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Assured Investment Management's SGRY Position: Q2 2019 in Review

Assured Investment Management sold out of Surgery Partners (SGRY) in Q2 2019, closing a stake of 11,954 shares — an estimated $135K sold.

Assured Investment Management first reported a position in SGRY in Q1 2019 and held it in 1 quarter. The position peaked at $135K in Q1 2019. 90 funds tracked by Wall St. Rank hold SGRY as of Q2 2019.

  • Assured Investment Management reported no remaining Surgery Partners position as of Q2 2019 after selling out during the quarter.
  • Assured Investment Management sold 11,954 Surgery Partners shares in Q2 2019, an estimated $135K.
  • Assured Investment Management first reported a position in Surgery Partners in Q1 2019 and held it in 1 quarter.
  • Assured Investment Management's Surgery Partners position peaked at $135K in Q1 2019.
  • 90 funds tracked by Wall St. Rank held Surgery Partners as of Q2 2019.

Based on Assured Investment Management's 13F filing for Q2 2019, filed 14 Aug 2019.