Capula Management’s Surgery Partners SGRY Stock Holding History

Capula 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 Q3	–	Sell	-15,240	Closed	-$686K	–	647
2023 Q2	$686K	Buy	+15,240	New	+$582K	0.02%	213

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

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

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

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Capula Management's SGRY Position: Q3 2023 in Review

Capula Management sold out of Surgery Partners (SGRY) in Q3 2023, closing a stake of 15,240 shares — an estimated $686K sold.

Capula Management first reported a position in SGRY in Q2 2023 and held it in 1 quarter. The position peaked at $686K in Q2 2023. 164 funds tracked by Wall St. Rank hold SGRY as of Q3 2023.

Capula Management reported no remaining Surgery Partners position as of Q3 2023 after selling out during the quarter.
Capula Management sold 15,240 Surgery Partners shares in Q3 2023, an estimated $686K.
Capula Management first reported a position in Surgery Partners in Q2 2023 and held it in 1 quarter.
Capula Management's Surgery Partners position peaked at $686K in Q2 2023.
164 funds tracked by Wall St. Rank held Surgery Partners as of Q3 2023.

Based on Capula Management's 13F filing for Q3 2023, filed 3 Nov 2023.