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Blueshift Asset Management’s Surgery Partners SGRY Stock Holding History

Blueshift Asset Management’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
-10,650
Closed -$451K – 1185
2021
Q3 		$451K Buy
+10,650
New +$543K 0.03% 669

Other funds holding SGRY

BCI
Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Blueshift Asset Management's SGRY Position: Q4 2021 in Review

Blueshift Asset Management sold out of Surgery Partners (SGRY) in Q4 2021, closing a stake of 10,650 shares — an estimated $451K sold.

Blueshift Asset Management first reported a position in SGRY in Q3 2021 and held it in 1 quarter. The position peaked at $451K in Q3 2021. 137 funds tracked by Wall St. Rank hold SGRY as of Q4 2021.

  • Blueshift Asset Management reported no remaining Surgery Partners position as of Q4 2021 after selling out during the quarter.
  • Blueshift Asset Management sold 10,650 Surgery Partners shares in Q4 2021, an estimated $451K.
  • Blueshift Asset Management first reported a position in Surgery Partners in Q3 2021 and held it in 1 quarter.
  • Blueshift Asset Management's Surgery Partners position peaked at $451K in Q3 2021.
  • 137 funds tracked by Wall St. Rank held Surgery Partners as of Q4 2021.

Based on Blueshift Asset Management's 13F filing for Q4 2021, filed 11 Feb 2022.