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Clear Creek Financial Management’s Surgery Partners SGRY Stock Holding History

Clear Creek Financial 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
2021
Q3 		– Sell
-24,765
Closed -$1.65M – 363
2021
Q2 		$1.65M Buy
+24,765
New +$1.34M 0.26% 99

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

Clear Creek Financial Management's SGRY Position: Q3 2021 in Review

Clear Creek Financial Management sold out of Surgery Partners (SGRY) in Q3 2021, closing a stake of 24,765 shares — an estimated $1.65M sold.

Clear Creek Financial Management first reported a position in SGRY in Q2 2021 and held it in 1 quarter. The position peaked at $1.65M in Q2 2021. 135 funds tracked by Wall St. Rank hold SGRY as of Q3 2021.

  • Clear Creek Financial Management reported no remaining Surgery Partners position as of Q3 2021 after selling out during the quarter.
  • Clear Creek Financial Management sold 24,765 Surgery Partners shares in Q3 2021, an estimated $1.65M.
  • Clear Creek Financial Management first reported a position in Surgery Partners in Q2 2021 and held it in 1 quarter.
  • Clear Creek Financial Management's Surgery Partners position peaked at $1.65M in Q2 2021.
  • 135 funds tracked by Wall St. Rank held Surgery Partners as of Q3 2021.

Based on Clear Creek Financial Management's 13F filing for Q3 2021, filed 14 Oct 2021.