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Disciplined Investments’s Surgery Partners SGRY Stock Holding History

Disciplined Investments’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
Q3 		– Sell
-12
Closed -$540 – 1297
2023
Q2 		$540 Buy
12
+9
+300% +$343 ﹤0.01% 1202
2023
Q1 		$103 Hold
3
– – ﹤0.01% 1575
2022
Q4 		$84 Sell
3
-1
-25% -$26 ﹤0.01% 1547
2022
Q3 		$0 Buy
+4
New +$128 ﹤0.01% 1573
2022
Q2 		– Sell
-3
Closed – – 1585
2022
Q1 		$0 Buy
+3
New +$148 ﹤0.01% 1591

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
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Disciplined Investments's SGRY Position: Q3 2023 in Review

Disciplined Investments sold out of Surgery Partners (SGRY) in Q3 2023, closing a stake of 12 shares — an estimated $540 sold.

Disciplined Investments first reported a position in SGRY in Q1 2022 and held it in 5 quarters. The position peaked at $540 in Q2 2023. 164 funds tracked by Wall St. Rank hold SGRY as of Q3 2023.

  • Disciplined Investments reported no remaining Surgery Partners position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 12 Surgery Partners shares in Q3 2023, an estimated $540.
  • Disciplined Investments first reported a position in Surgery Partners in Q1 2022 and held it in 5 quarters.
  • Disciplined Investments's Surgery Partners position peaked at $540 in Q2 2023.
  • 164 funds tracked by Wall St. Rank held Surgery Partners as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.