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Clough Capital Partners’s Surgery Partners SGRY Stock Holding History

Clough Capital 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
2024
Q1 		– Sell
-92,746
Closed -$2.97M – 178
2023
Q4 		$2.97M Sell
92,746
-45,157
-33% -$1.31M 0.33% 69
2023
Q3 		$4.03M Sell
137,903
-63,900
-32% -$2.3M 0.43% 64
2023
Q2 		$9.08M Buy
201,803
+52,100
+35% +$1.99M 0.91% 39
2023
Q1 		$5.16M Sell
149,703
-138,210
-48% -$4.49M 0.56% 64
2022
Q4 		$8.02M Sell
287,913
-78,535
-21% -$2.08M 0.81% 43
2022
Q3 		$8.57M Buy
366,448
+142,567
+64% +$4.55M 0.91% 26
2022
Q2 		$6.47M Sell
223,881
-74,900
-25% -$3.27M 0.8% 36
2022
Q1 		$16.4M Buy
+298,781
New +$14.8M 1.25% 32

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Clough Capital Partners's SGRY Position: Q1 2024 in Review

Clough Capital Partners sold out of Surgery Partners (SGRY) in Q1 2024, closing a stake of 92,746 shares — an estimated $2.97M sold.

Clough Capital Partners first reported a position in SGRY in Q1 2022 and held it in 8 quarters. The position peaked at $16.4M in Q1 2022. 180 funds tracked by Wall St. Rank hold SGRY as of Q1 2024.

  • Clough Capital Partners reported no remaining Surgery Partners position as of Q1 2024 after selling out during the quarter.
  • Clough Capital Partners sold 92,746 Surgery Partners shares in Q1 2024, an estimated $2.97M.
  • Clough Capital Partners first reported a position in Surgery Partners in Q1 2022 and held it in 8 quarters.
  • Clough Capital Partners's Surgery Partners position peaked at $16.4M in Q1 2022.
  • 180 funds tracked by Wall St. Rank held Surgery Partners as of Q1 2024.

Based on Clough Capital Partners's 13F filing for Q1 2024, filed 15 May 2024.