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Atria Investments’s Surgery Partners SGRY Stock Holding History

Atria Investments’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
2018
Q1 		– Sell
-11,384
Closed -$138K – 909
2017
Q4 		$138K Sell
11,384
-7,081
-38% -$67.7K 0.01% 796
2017
Q3 		$191K Buy
18,465
+7,838
+74% +$112K 0.01% 751
2017
Q2 		$242K Buy
10,627
+238
+2% +$4.89K 0.01% 636
2017
Q1 		$203K Buy
+10,389
New +$202K 0.01% 650

Other funds holding SGRY

BCI
Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return
NIPH
NN Investment Partners Holdings The Hague, Netherlands $18.6B AUM 18.31% 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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
AAM
AMI Asset Management Los Angeles, California $1.57B AUM 19.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ECP
Elk Creek Partners Denver, Colorado $582M AUM 10.23% 1-Year Est. Return

Atria Investments's SGRY Position: Q1 2018 in Review

Atria Investments sold out of Surgery Partners (SGRY) in Q1 2018, closing a stake of 11,384 shares — an estimated $138K sold.

Atria Investments first reported a position in SGRY in Q1 2017 and held it in 4 quarters. The position peaked at $242K in Q2 2017. 83 funds tracked by Wall St. Rank hold SGRY as of Q1 2018.

  • Atria Investments reported no remaining Surgery Partners position as of Q1 2018 after selling out during the quarter.
  • Atria Investments sold 11,384 Surgery Partners shares in Q1 2018, an estimated $138K.
  • Atria Investments first reported a position in Surgery Partners in Q1 2017 and held it in 4 quarters.
  • Atria Investments's Surgery Partners position peaked at $242K in Q2 2017.
  • 83 funds tracked by Wall St. Rank held Surgery Partners as of Q1 2018.

Based on Atria Investments's 13F filing for Q1 2018, filed 30 Apr 2018.