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Brinker Capital Investments’s Surgery Partners SGRY Stock Holding History

Brinker Capital Investments’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
2022
Q2 		– Sell
-4,386
Closed -$241K – 1414
2022
Q1 		$241K Sell
4,386
-150
-3% -$7.42K ﹤0.01% 1298
2021
Q4 		$242K Buy
+4,536
New +$210K ﹤0.01% 1316

Other funds holding SGRY

BCI
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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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Brinker Capital Investments's SGRY Position: Q2 2022 in Review

Brinker Capital Investments sold out of Surgery Partners (SGRY) in Q2 2022, closing a stake of 4,386 shares — an estimated $241K sold.

Brinker Capital Investments first reported a position in SGRY in Q4 2021 and held it in 2 quarters. The position peaked at $242K in Q4 2021. 137 funds tracked by Wall St. Rank hold SGRY as of Q2 2022.

  • Brinker Capital Investments reported no remaining Surgery Partners position as of Q2 2022 after selling out during the quarter.
  • Brinker Capital Investments sold 4,386 Surgery Partners shares in Q2 2022, an estimated $241K.
  • Brinker Capital Investments first reported a position in Surgery Partners in Q4 2021 and held it in 2 quarters.
  • Brinker Capital Investments's Surgery Partners position peaked at $242K in Q4 2021.
  • 137 funds tracked by Wall St. Rank held Surgery Partners as of Q2 2022.

Based on Brinker Capital Investments's 13F filing for Q2 2022, filed 18 Jul 2022.