Candriam SCA’s Surgery Partners SGRY Stock Holding History

Candriam SCA’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 Q2	–	Sell	-15,145	Closed	-$481K	–	850
2023 Q1	$481K	Buy	+15,145	New	+$492K	﹤0.01%	775

Other funds holding SGRY

BCI

Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Candriam SCA's SGRY Position: Q2 2023 in Review

Candriam SCA sold out of Surgery Partners (SGRY) in Q2 2023, closing a stake of 15,145 shares — an estimated $481K sold.

Candriam SCA first reported a position in SGRY in Q1 2023 and held it in 1 quarter. The position peaked at $481K in Q1 2023. 168 funds tracked by Wall St. Rank hold SGRY as of Q2 2023.

Candriam SCA reported no remaining Surgery Partners position as of Q2 2023 after selling out during the quarter.
Candriam SCA sold 15,145 Surgery Partners shares in Q2 2023, an estimated $481K.
Candriam SCA first reported a position in Surgery Partners in Q1 2023 and held it in 1 quarter.
Candriam SCA's Surgery Partners position peaked at $481K in Q1 2023.
168 funds tracked by Wall St. Rank held Surgery Partners as of Q2 2023.

Based on Candriam SCA's 13F filing for Q2 2023, filed 8 Aug 2023.