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CIM Investment Management’s Surgery Partners SGRY Stock Holding History

CIM Investment 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
2019
Q4 		– Sell
-45,862
Closed -$339K – 290
2019
Q3 		$339K Buy
45,862
+28,171
+159% +$202K 0.13% 202
2019
Q2 		$144K Sell
17,691
-368
-2% -$3.67K 0.05% 306
2019
Q1 		$204K Sell
18,059
-18,371
-50% -$231K 0.08% 300
2018
Q4 		$357K Hold
36,430
– – 0.16% 168
2018
Q3 		$601K Hold
36,430
– – 0.21% 106
2018
Q2 		$543K Sell
36,430
-17,941
-33% -$301K 0.19% 143
2018
Q1 		$932K Hold
54,371
– – 0.32% 73
2017
Q4 		$658K Sell
54,371
-630
-1% -$6.02K 0.22% 119
2017
Q3 		$569K Buy
55,001
+31,500
+134% +$450K 0.21% 129
2017
Q2 		$535K Buy
23,501
+13,420
+133% +$276K 0.19% 147
2017
Q1 		$197K Sell
10,081
-10,084
-50% -$196K 0.07% 341
2016
Q4 		$320K Hold
20,165
– – 0.12% 246
2016
Q3 		$408K Buy
20,165
+770
+4% +$14.1K 0.16% 177
2016
Q2 		$347K Buy
19,395
+1,960
+11% +$29.2K 0.14% 191
2016
Q1 		$231K Buy
+17,435
New +$270K 0.1% 238

Other funds holding SGRY

BCI
Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
KSCM
King Street Capital Management New York $328M AUM 0.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ECP
Elk Creek Partners Denver, Colorado $582M AUM 10.23% 1-Year Est. Return

CIM Investment Management's SGRY Position: Q4 2019 in Review

CIM Investment Management sold out of Surgery Partners (SGRY) in Q4 2019, closing a stake of 45,862 shares — an estimated $339K sold.

CIM Investment Management first reported a position in SGRY in Q1 2016 and held it in 15 quarters. The position peaked at $932K in Q1 2018. 98 funds tracked by Wall St. Rank hold SGRY as of Q4 2019.

  • CIM Investment Management reported no remaining Surgery Partners position as of Q4 2019 after selling out during the quarter.
  • CIM Investment Management sold 45,862 Surgery Partners shares in Q4 2019, an estimated $339K.
  • CIM Investment Management first reported a position in Surgery Partners in Q1 2016 and held it in 15 quarters.
  • CIM Investment Management's Surgery Partners position peaked at $932K in Q1 2018.
  • 98 funds tracked by Wall St. Rank held Surgery Partners as of Q4 2019.

Based on CIM Investment Management's 13F filing for Q4 2019, filed 14 Feb 2020.