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
2022
Q2 		– Sell
-7,700
Closed -$430K – 4406
2022
Q1 		$430K Buy
+7,700
New +$381K ﹤0.01% 2947
2018
Q2 		– Sell
-2,000
Closed -$34K – 4852
2018
Q1 		$34K Buy
2,000
+1,000
+100% +$15.6K ﹤0.01% 3384
2017
Q4 		$12K Buy
+1,000
New +$9.56K ﹤0.01% 3728

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 $6.73T AUM 46.02% 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.