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Cutler Group’s Surgery Partners SGRY Stock Holding History

Cutler Group’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
Q4 		– Sell
-10,000
Closed -$12K – 5990
2021
Q3 		$12K Hold
10,000
– – ﹤0.01% 3787
2021
Q2 		$9K Hold
10,000
– – ﹤0.01% 4002
2021
Q1 		$38K Buy
+10,000
New +$371K ﹤0.01% 2646
2018
Q2 		– Sell
-1,600
Closed -$1K – 4798
2018
Q1 		$1K Buy
+1,600
New +$24.9K ﹤0.01% 4145

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
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Cutler Group's SGRY Position: Q3 2021 in Review

Cutler Group sold out of Surgery Partners (SGRY) in Q3 2021, closing a stake of 2,400 shares — an estimated $122K sold.

Cutler Group first reported a position in SGRY in Q3 2016 and held it in 7 quarters. The position peaked at $177K in Q1 2021. 135 funds tracked by Wall St. Rank hold SGRY as of Q3 2021.

  • Cutler Group reported no remaining Surgery Partners position as of Q3 2021 after selling out during the quarter.
  • Cutler Group sold 2,400 Surgery Partners shares in Q3 2021, an estimated $122K.
  • Cutler Group first reported a position in Surgery Partners in Q3 2016 and held it in 7 quarters.
  • Cutler Group's Surgery Partners position peaked at $177K in Q1 2021.
  • 135 funds tracked by Wall St. Rank held Surgery Partners as of Q3 2021.

Based on Cutler Group's 13F filing for Q3 2021, filed 26 Oct 2021.