BlackRock Institutional Trust’s Surgery Partners SGRY Stock Holding History

BlackRock Institutional Trust’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
2016 Q4	$5.91M	Buy	372,612 +129,944	+54%	+$2.16M	﹤0.01%	2661
2016 Q3	$4.91M	Buy	242,668 +66,461	+38%	+$1.22M	﹤0.01%	2696
2016 Q2	$3.15M	Buy	176,207 +25,575	+17%	+$381K	﹤0.01%	2866
2016 Q1	$2M	Buy	150,632 +25,146	+20%	+$389K	﹤0.01%	3043
2015 Q4	$2.57M	Buy	+125,486	New	+$2.4M	﹤0.01%	3015

Other funds holding SGRY

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 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

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

CAM

Cortina Asset Management Milwaukee, Wisconsin $1.62B AUM 15.44% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

BlackRock Institutional Trust's SGRY Position: Q4 2016 in Review

BlackRock Institutional Trust increased its Surgery Partners (SGRY) stake by 54% in Q4 2016, buying an estimated $2.16M and bringing the position to 372,612 shares worth $5.91M. The position accounts for ﹤0.01% of the portfolio, ranked #2661.

BlackRock Institutional Trust first reported a position in SGRY in Q4 2015 and has held it in 5 quarters since. 92 funds tracked by Wall St. Rank hold SGRY as of Q4 2016.

BlackRock Institutional Trust held 372,612 shares of Surgery Partners worth $5.91M as of Q4 2016.
BlackRock Institutional Trust bought 129,944 Surgery Partners shares in Q4 2016, an estimated $2.16M.
Surgery Partners made up ﹤0.01% of BlackRock Institutional Trust's portfolio in Q4 2016, its #2661 holding.
BlackRock Institutional Trust first reported a position in Surgery Partners in Q4 2015 and has held it in 5 quarters since.
92 funds tracked by Wall St. Rank held Surgery Partners as of Q4 2016.

Based on BlackRock Institutional Trust's 13F filing for Q4 2016, filed 10 Feb 2017.