Connor, Clark & Lunn Investment Management (CC&L)
SGRY icon

Connor, Clark & Lunn Investment Management (CC&L)’s Surgery Partners SGRY Stock Holding History

Connor, Clark & Lunn Investment Management (CC&L)’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
Q4 		– Sell
-40,295
Closed -$1.18M – 1541
2023
Q3 		$1.18M Buy
+40,295
New +$1.45M 0.01% 775

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 $6.73T AUM 46.02% 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
JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L)'s SGRY Position: Q4 2023 in Review

Connor, Clark & Lunn Investment Management (CC&L) sold out of Surgery Partners (SGRY) in Q4 2023, closing a stake of 40,295 shares — an estimated $1.18M sold.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in SGRY in Q3 2023 and held it in 1 quarter. The position peaked at $1.18M in Q3 2023. 174 funds tracked by Wall St. Rank hold SGRY as of Q4 2023.

  • Connor, Clark & Lunn Investment Management (CC&L) reported no remaining Surgery Partners position as of Q4 2023 after selling out during the quarter.
  • Connor, Clark & Lunn Investment Management (CC&L) sold 40,295 Surgery Partners shares in Q4 2023, an estimated $1.18M.
  • Connor, Clark & Lunn Investment Management (CC&L) first reported a position in Surgery Partners in Q3 2023 and held it in 1 quarter.
  • Connor, Clark & Lunn Investment Management (CC&L)'s Surgery Partners position peaked at $1.18M in Q3 2023.
  • 174 funds tracked by Wall St. Rank held Surgery Partners as of Q4 2023.

Based on Connor, Clark & Lunn Investment Management (CC&L)'s 13F filing for Q4 2023, filed 9 Feb 2024.