CIBC Private Wealth Group
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CIBC Private Wealth Group’s Surgery Partners SGRY Stock Holding History

CIBC Private Wealth Group’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
2024
Q2 		– Sell
-108
Closed -$3.12K – 3284
2024
Q1 		$3.12K Buy
+108
New +$3.38K ﹤0.01% 2643
2018
Q3 		– Sell
-350
Closed -$5K – 1587
2018
Q2 		$5K Hold
350
– – ﹤0.01% 1727
2018
Q1 		$6K Hold
350
– – ﹤0.01% 1634
2017
Q4 		$4K Buy
+350
New +$3.35K ﹤0.01% 1736

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CIBC Private Wealth Group's SGRY Position: Q2 2024 in Review

CIBC Private Wealth Group sold out of Surgery Partners (SGRY) in Q2 2024, closing a stake of 108 shares — an estimated $3.12K sold.

CIBC Private Wealth Group first reported a position in SGRY in Q4 2017 and held it in 4 quarters. The position peaked at $6K in Q1 2018. 179 funds tracked by Wall St. Rank hold SGRY as of Q2 2024.

  • CIBC Private Wealth Group reported no remaining Surgery Partners position as of Q2 2024 after selling out during the quarter.
  • CIBC Private Wealth Group sold 108 Surgery Partners shares in Q2 2024, an estimated $3.12K.
  • CIBC Private Wealth Group first reported a position in Surgery Partners in Q4 2017 and held it in 4 quarters.
  • CIBC Private Wealth Group's Surgery Partners position peaked at $6K in Q1 2018.
  • 179 funds tracked by Wall St. Rank held Surgery Partners as of Q2 2024.

Based on CIBC Private Wealth Group's 13F filing for Q2 2024, filed 9 Aug 2024.