BCA
SGRY icon

Berman Capital Advisors’s Surgery Partners SGRY Stock Holding History

Berman Capital 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
2020
Q1 		– Sell
-171
Closed -$2K – 1645
2019
Q4 		$2K Hold
171
– – ﹤0.01% 1238
2019
Q3 		$1K Buy
+171
New +$1.22K ﹤0.01% 1364

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
CP
Centerbridge Partners New York $61.1M AUM 3.67% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Berman Capital Advisors's SGRY Position: Q1 2020 in Review

Berman Capital Advisors sold out of Surgery Partners (SGRY) in Q1 2020, closing a stake of 171 shares — an estimated $2K sold.

Berman Capital Advisors first reported a position in SGRY in Q3 2019 and held it in 2 quarters. The position peaked at $2K in Q4 2019. 87 funds tracked by Wall St. Rank hold SGRY as of Q1 2020.

  • Berman Capital Advisors reported no remaining Surgery Partners position as of Q1 2020 after selling out during the quarter.
  • Berman Capital Advisors sold 171 Surgery Partners shares in Q1 2020, an estimated $2K.
  • Berman Capital Advisors first reported a position in Surgery Partners in Q3 2019 and held it in 2 quarters.
  • Berman Capital Advisors's Surgery Partners position peaked at $2K in Q4 2019.
  • 87 funds tracked by Wall St. Rank held Surgery Partners as of Q1 2020.

Based on Berman Capital Advisors's 13F filing for Q1 2020, filed 14 May 2020.