Capital Fund Management (CFM)
SGRY icon

Capital Fund Management (CFM)’s Surgery Partners SGRY Stock Holding History

Capital Fund Management (CFM)’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
Q3 		– Sell
-10,978
Closed -$731K – 1753
2021
Q2 		$731K Sell
10,978
-1,745
-14% -$94.8K 0.01% 1226
2021
Q1 		$563K Sell
12,723
-5,962
-32% -$221K 0.01% 1110
2020
Q4 		$542K Sell
18,685
-14,220
-43% -$354K 0.01% 1116
2020
Q3 		$721K Buy
32,905
+9,721
+42% +$173K 0.01% 959
2020
Q2 		$268K Buy
+23,184
New +$254K ﹤0.01% 939

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Capital Fund Management (CFM)'s SGRY Position: Q3 2021 in Review

Capital Fund Management (CFM) sold out of Surgery Partners (SGRY) in Q3 2021, closing a stake of 10,978 shares — an estimated $731K sold.

Capital Fund Management (CFM) first reported a position in SGRY in Q2 2020 and held it in 5 quarters. The position peaked at $731K in Q2 2021. 135 funds tracked by Wall St. Rank hold SGRY as of Q3 2021.

  • Capital Fund Management (CFM) reported no remaining Surgery Partners position as of Q3 2021 after selling out during the quarter.
  • Capital Fund Management (CFM) sold 10,978 Surgery Partners shares in Q3 2021, an estimated $731K.
  • Capital Fund Management (CFM) first reported a position in Surgery Partners in Q2 2020 and held it in 5 quarters.
  • Capital Fund Management (CFM)'s Surgery Partners position peaked at $731K in Q2 2021.
  • 135 funds tracked by Wall St. Rank held Surgery Partners as of Q3 2021.

Based on Capital Fund Management (CFM)'s 13F filing for Q3 2021, filed 12 Nov 2021.