CIP
SGRY icon

Chartwell Investment Partners’s Surgery Partners SGRY Stock Holding History

Chartwell Investment Partners’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
2017
Q2 		– Sell
-72,875
Closed -$1.42M – 422
2017
Q1 		$1.42M Buy
+72,875
New +$1.42M 0.05% 322

Other funds holding SGRY

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
NIPH
NN Investment Partners Holdings The Hague, Netherlands $18.6B AUM 18.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
AAM
AMI Asset Management Los Angeles, California $1.57B AUM 19.49% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Chartwell Investment Partners's SGRY Position: Q2 2017 in Review

Chartwell Investment Partners sold out of Surgery Partners (SGRY) in Q2 2017, closing a stake of 72,875 shares — an estimated $1.42M sold.

Chartwell Investment Partners first reported a position in SGRY in Q1 2017 and held it in 1 quarter. The position peaked at $1.42M in Q1 2017. 88 funds tracked by Wall St. Rank hold SGRY as of Q2 2017.

  • Chartwell Investment Partners reported no remaining Surgery Partners position as of Q2 2017 after selling out during the quarter.
  • Chartwell Investment Partners sold 72,875 Surgery Partners shares in Q2 2017, an estimated $1.42M.
  • Chartwell Investment Partners first reported a position in Surgery Partners in Q1 2017 and held it in 1 quarter.
  • Chartwell Investment Partners's Surgery Partners position peaked at $1.42M in Q1 2017.
  • 88 funds tracked by Wall St. Rank held Surgery Partners as of Q2 2017.

Based on Chartwell Investment Partners's 13F filing for Q2 2017, filed 4 Aug 2017.