Baldrige Asset Management’s Surgery Partners SGRY Stock Holding History

Baldrige Asset 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
2023 Q1	$5K	Hold	139	–	–	﹤0.01%	290
2022 Q4	$4K	Hold	139	–	–	﹤0.01%	275
2022 Q3	$3K	Hold	139	–	–	﹤0.01%	278
2022 Q2	$4K	Hold	139	–	–	﹤0.01%	276
2022 Q1	$8K	Hold	139	–	–	﹤0.01%	270
2021 Q4	$7K	Hold	139	–	–	﹤0.01%	285
2021 Q3	$6K	Hold	139	–	–	﹤0.01%	307
2021 Q2	$9K	Buy	+139	New	+$7.55K	﹤0.01%	298

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

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

APM

Avidity Partners Management Dallas, Texas $936M AUM 195% 1-Year Est. Return

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

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Baldrige Asset Management's SGRY Position: Q1 2023 in Review

Baldrige Asset Management held its Surgery Partners (SGRY) position steady in Q1 2023 at 139 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #290.

Baldrige Asset Management first reported a position in SGRY in Q2 2021 and has held it in 8 quarters since. The position peaked at $9K in Q2 2021. 151 funds tracked by Wall St. Rank hold SGRY as of Q1 2023.

Baldrige Asset Management held 139 shares of Surgery Partners worth $5K as of Q1 2023.
Baldrige Asset Management left its Surgery Partners share count unchanged in Q1 2023.
Surgery Partners made up ﹤0.01% of Baldrige Asset Management's portfolio in Q1 2023, its #290 holding.
Baldrige Asset Management first reported a position in Surgery Partners in Q2 2021 and has held it in 8 quarters since.
Baldrige Asset Management's Surgery Partners position peaked at $9K in Q2 2021.
151 funds tracked by Wall St. Rank held Surgery Partners as of Q1 2023.

Based on Baldrige Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.