Bank of Montreal
SGRY icon

Bank of Montreal’s Surgery Partners SGRY Stock Holding History

Bank of Montreal’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 		– Sell
-227,848
Closed -$6.35M – 4139
2022
Q4 		$6.35M Buy
+227,848
New +$6.03M ﹤0.01% 1183
2022
Q2 		– Sell
-933
Closed -$52K – 4405
2022
Q1 		$52K Buy
+933
New +$46.1K ﹤0.01% 3788
2021
Q2 		– Sell
-4,369
Closed -$201K – 4754
2021
Q1 		$201K Sell
4,369
-146,477
-97% -$5.44M ﹤0.01% 3117
2020
Q4 		$4.74M Sell
150,846
-239,362
-61% -$5.96M ﹤0.01% 1419
2020
Q3 		$9.12M Buy
390,208
+15,785
+4% +$281K 0.01% 901
2020
Q2 		$4.23M Buy
374,423
+32,145
+9% +$352K ﹤0.01% 1242
2020
Q1 		$1.81M Buy
342,278
+338,413
+8,756% +$4.82M ﹤0.01% 1468
2019
Q4 		$61K Buy
3,865
+946
+32% +$10.7K ﹤0.01% 3752
2019
Q3 		$22K Sell
2,919
-384
-12% -$2.75K ﹤0.01% 4044
2019
Q2 		$27K Sell
3,303
-1,570
-32% -$15.7K ﹤0.01% 4014
2019
Q1 		$55K Sell
4,873
-2,003
-29% -$25.2K ﹤0.01% 3307
2018
Q4 		$68K Buy
6,876
+134
+2% +$1.8K ﹤0.01% 3153
2018
Q3 		$111K Sell
6,742
-3,203
-32% -$51.1K ﹤0.01% 3056
2018
Q2 		$149K Sell
9,945
-2,268
-19% -$38K ﹤0.01% 2916
2018
Q1 		$209K Hold
12,213
– – ﹤0.01% 2611
2017
Q4 		$148K Buy
12,213
+6,057
+98% +$57.9K ﹤0.01% 2826
2017
Q3 		$64K Hold
6,156
– – ﹤0.01% 3143
2017
Q2 		$140K Hold
6,156
– – ﹤0.01% 2827
2017
Q1 		$120K Buy
+6,156
New +$120K ﹤0.01% 2732

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ClearBridge Investments
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
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Bank of Montreal's SGRY Position: Q1 2023 in Review

Bank of Montreal sold out of Surgery Partners (SGRY) in Q1 2023, closing a stake of 227,848 shares — an estimated $6.35M sold.

Bank of Montreal first reported a position in SGRY in Q1 2017 and held it in 19 quarters. The position peaked at $9.12M in Q3 2020. 151 funds tracked by Wall St. Rank hold SGRY as of Q1 2023.

  • Bank of Montreal reported no remaining Surgery Partners position as of Q1 2023 after selling out during the quarter.
  • Bank of Montreal sold 227,848 Surgery Partners shares in Q1 2023, an estimated $6.35M.
  • Bank of Montreal first reported a position in Surgery Partners in Q1 2017 and held it in 19 quarters.
  • Bank of Montreal's Surgery Partners position peaked at $9.12M in Q3 2020.
  • 151 funds tracked by Wall St. Rank held Surgery Partners as of Q1 2023.

Based on Bank of Montreal's 13F filing for Q1 2023, filed 13 Jun 2024.