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Boulder Hill Capital Management’s Surgery Partners SGRY Stock Holding History

Boulder Hill Capital 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
2023
Q1 		– Sell
-45,900
Closed -$1.28M – 204
2022
Q4 		$1.28M Buy
+45,900
New +$1.22M 1.06% 18
2022
Q2 		– Sell
-17,200
Closed -$947K – 179
2022
Q1 		$947K Buy
17,200
+5,900
+52% +$292K 0.51% 54
2021
Q4 		$604K Buy
+11,300
New +$524K 0.58% 37

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
APM
Avidity Partners Management Dallas, Texas $936M AUM 195% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Boulder Hill Capital Management's SGRY Position: Q1 2023 in Review

Boulder Hill Capital Management sold out of Surgery Partners (SGRY) in Q1 2023, closing a stake of 45,900 shares — an estimated $1.28M sold.

Boulder Hill Capital Management first reported a position in SGRY in Q4 2021 and held it in 3 quarters. The position peaked at $1.28M in Q4 2022. 151 funds tracked by Wall St. Rank hold SGRY as of Q1 2023.

  • Boulder Hill Capital Management reported no remaining Surgery Partners position as of Q1 2023 after selling out during the quarter.
  • Boulder Hill Capital Management sold 45,900 Surgery Partners shares in Q1 2023, an estimated $1.28M.
  • Boulder Hill Capital Management first reported a position in Surgery Partners in Q4 2021 and held it in 3 quarters.
  • Boulder Hill Capital Management's Surgery Partners position peaked at $1.28M in Q4 2022.
  • 151 funds tracked by Wall St. Rank held Surgery Partners as of Q1 2023.

Based on Boulder Hill Capital Management's 13F filing for Q1 2023, filed 12 May 2023.