Baird Financial Group
SGRY icon

Baird Financial Group’s Surgery Partners SGRY Stock Holding History

Baird Financial 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
2022
Q3 		– Sell
-10,751
Closed -$311K – 1827
2022
Q2 		$311K Buy
10,751
+2,825
+36% +$123K ﹤0.01% 1540
2022
Q1 		$436K Sell
7,926
-252
-3% -$12.5K ﹤0.01% 1474
2021
Q4 		$437K Buy
8,178
+2,916
+55% +$135K ﹤0.01% 1526
2021
Q3 		$223K Buy
+5,262
New +$269K ﹤0.01% 1773

Other funds holding SGRY

BCI
Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Baird Financial Group's SGRY Position: Q3 2022 in Review

Baird Financial Group sold out of Surgery Partners (SGRY) in Q3 2022, closing a stake of 10,751 shares — an estimated $311K sold.

Baird Financial Group first reported a position in SGRY in Q3 2021 and held it in 4 quarters. The position peaked at $437K in Q4 2021. 138 funds tracked by Wall St. Rank hold SGRY as of Q3 2022.

  • Baird Financial Group reported no remaining Surgery Partners position as of Q3 2022 after selling out during the quarter.
  • Baird Financial Group sold 10,751 Surgery Partners shares in Q3 2022, an estimated $311K.
  • Baird Financial Group first reported a position in Surgery Partners in Q3 2021 and held it in 4 quarters.
  • Baird Financial Group's Surgery Partners position peaked at $437K in Q4 2021.
  • 138 funds tracked by Wall St. Rank held Surgery Partners as of Q3 2022.

Based on Baird Financial Group's 13F filing for Q3 2022, filed 15 Nov 2022.