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Benjamin F. Edwards & Company’s Surgery Partners SGRY Stock Holding History

Benjamin F. Edwards & Company’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
2020
Q3 		– Sell
-500
Closed -$6K – 1754
2020
Q2 		$6K Sell
500
-500
-50% -$5.48K ﹤0.01% 1400
2020
Q1 		$7K Buy
+1,000
New +$14.3K ﹤0.01% 1377

Other funds holding SGRY

BCI
Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
KSCM
King Street Capital Management New York $328M AUM 0.61% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
ITP
Iron Triangle Partners Cos Cob, Connecticut $875M AUM 49.85% 1-Year Est. Return
PC
Polar Capital London, United Kingdom $13.5B AUM 55.9% 1-Year Est. Return

Benjamin F. Edwards & Company's SGRY Position: Q3 2020 in Review

Benjamin F. Edwards & Company sold out of Surgery Partners (SGRY) in Q3 2020, closing a stake of 500 shares — an estimated $6K sold.

Benjamin F. Edwards & Company first reported a position in SGRY in Q1 2020 and held it in 2 quarters. The position peaked at $7K in Q1 2020. 98 funds tracked by Wall St. Rank hold SGRY as of Q3 2020.

  • Benjamin F. Edwards & Company reported no remaining Surgery Partners position as of Q3 2020 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 500 Surgery Partners shares in Q3 2020, an estimated $6K.
  • Benjamin F. Edwards & Company first reported a position in Surgery Partners in Q1 2020 and held it in 2 quarters.
  • Benjamin F. Edwards & Company's Surgery Partners position peaked at $7K in Q1 2020.
  • 98 funds tracked by Wall St. Rank held Surgery Partners as of Q3 2020.

Based on Benjamin F. Edwards & Company's 13F filing for Q3 2020, filed 13 Nov 2020.