Bank of Montreal
SRGA

Bank of Montreal’s Surgalign Holdings, Inc. Common Stock SRGA Stock Holding History

Bank of Montreal’s Portfolio SRGA Stock Details SRGA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-107
Closed -$7K – 5380
2021
Q1 		$7K Sell
107
-186
-63% -$13K ﹤0.01% 4551
2020
Q4 		$17K Buy
293
+203
+226% +$13.2K ﹤0.01% 4510
2020
Q3 		$5K Sell
90
-59
-40% -$4.51K ﹤0.01% 4466
2020
Q2 		$12K Buy
+149
New +$11.1K ﹤0.01% 4103
2020
Q1 		– Sell
-241
Closed -$20K – 4949
2019
Q4 		$20K Buy
241
+49
+26% +$3.44K ﹤0.01% 4325
2019
Q3 		$16K Buy
192
+37
+24% +$3.95K ﹤0.01% 4224
2019
Q2 		$20K Buy
+155
New +$22.3K ﹤0.01% 4188
2019
Q1 		– Sell
-26
Closed -$3K – 4926
2018
Q4 		$3K Buy
26
+13
+100% +$1.69K ﹤0.01% 4309
2018
Q3 		$2K Hold
13
– – ﹤0.01% 4437
2018
Q2 		$2K Buy
+13
New +$1.79K ﹤0.01% 4440
2014
Q3 		– Sell
-79
Closed -$10K – 4533
2014
Q2 		$10K Buy
79
+46
+139% +$5.84K ﹤0.01% 3888
2014
Q1 		$4K Hold
33
– – ﹤0.01% 3840
2013
Q4 		$4K Sell
33
-2,091
-98% -$203K ﹤0.01% 3572
2013
Q3 		$239K Hold
2,124
– – ﹤0.01% 2160
2013
Q2 		$240K Buy
+2,124
New +$260K ﹤0.01% 2104

Other funds holding SRGA

KAM
Krensavage Asset Management New York $256M AUM 69.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
EP
Eversept Partners New York $1.9B AUM 121.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
ACM
Archon Capital Management Seattle, Washington $177M AUM 108.05% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $2.18B AUM 0.03% 1-Year Est. Return

Bank of Montreal's SRGA Position: Q2 2021 in Review

Bank of Montreal sold out of Surgalign Holdings, Inc. Common Stock (SRGA) in Q2 2021, closing a stake of 107 shares — an estimated $7K sold.

Bank of Montreal first reported a position in SRGA in Q2 2013 and held it in 15 quarters. The position peaked at $240K in Q2 2013. 89 funds tracked by Wall St. Rank hold SRGA as of Q2 2021.

  • Bank of Montreal reported no remaining Surgalign Holdings, Inc. Common Stock position as of Q2 2021 after selling out during the quarter.
  • Bank of Montreal sold 107 Surgalign Holdings, Inc. Common Stock shares in Q2 2021, an estimated $7K.
  • Bank of Montreal first reported a position in Surgalign Holdings, Inc. Common Stock in Q2 2013 and held it in 15 quarters.
  • Bank of Montreal's Surgalign Holdings, Inc. Common Stock position peaked at $240K in Q2 2013.
  • 89 funds tracked by Wall St. Rank held Surgalign Holdings, Inc. Common Stock as of Q2 2021.

Based on Bank of Montreal's 13F filing for Q2 2021, filed 12 Aug 2021.