Bellwether Advisors’s Surgery Partners SGRY Stock Holding History

Bellwether Advisors’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
2021 Q4	–	Sell	-25	Closed	-$1K	–	604
2021 Q3	$1K	Buy	+25	New	+$1.28K	﹤0.01%	522

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bellwether Advisors's SGRY Position: Q4 2021 in Review

Bellwether Advisors sold out of Surgery Partners (SGRY) in Q4 2021, closing a stake of 25 shares — an estimated $1K sold.

Bellwether Advisors first reported a position in SGRY in Q3 2021 and held it in 1 quarter. The position peaked at $1K in Q3 2021. 137 funds tracked by Wall St. Rank hold SGRY as of Q4 2021.

Bellwether Advisors reported no remaining Surgery Partners position as of Q4 2021 after selling out during the quarter.
Bellwether Advisors sold 25 Surgery Partners shares in Q4 2021, an estimated $1K.
Bellwether Advisors first reported a position in Surgery Partners in Q3 2021 and held it in 1 quarter.
Bellwether Advisors's Surgery Partners position peaked at $1K in Q3 2021.
137 funds tracked by Wall St. Rank held Surgery Partners as of Q4 2021.

Based on Bellwether Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.