Comerica Securities’s Surgery Partners SGRY Stock Holding History

Comerica Securities’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
2023 Q1	–	Sell	-6	Closed	-$167	–	1242
2022 Q4	$167	Buy	+6	New	+$159	﹤0.01%	1495

Other funds holding SGRY

BCI

Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

APM

Avidity Partners Management Dallas, Texas $936M AUM 195% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Comerica Securities's SGRY Position: Q1 2023 in Review

Comerica Securities sold out of Surgery Partners (SGRY) in Q1 2023, closing a stake of 6 shares — an estimated $167 sold.

Comerica Securities first reported a position in SGRY in Q4 2022 and held it in 1 quarter. The position peaked at $167 in Q4 2022. 151 funds tracked by Wall St. Rank hold SGRY as of Q1 2023.

Comerica Securities reported no remaining Surgery Partners position as of Q1 2023 after selling out during the quarter.
Comerica Securities sold 6 Surgery Partners shares in Q1 2023, an estimated $167.
Comerica Securities first reported a position in Surgery Partners in Q4 2022 and held it in 1 quarter.
Comerica Securities's Surgery Partners position peaked at $167 in Q4 2022.
151 funds tracked by Wall St. Rank held Surgery Partners as of Q1 2023.

Based on Comerica Securities's 13F filing for Q1 2023, filed 27 Apr 2023.