DT
SRGA

Diversified Trust’s Surgalign Holdings, Inc. Common Stock SRGA Stock Holding History

Diversified Trust’s Portfolio SRGA Stock Details SRGA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-423
Closed -$23K – 791
2020
Q3 		$23K Buy
+423
New +$32.4K ﹤0.01% 648

Other funds holding SRGA

KAM
Krensavage Asset Management New York $256M AUM 69.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Diversified Trust's SRGA Position: Q4 2020 in Review

Diversified Trust sold out of Surgalign Holdings, Inc. Common Stock (SRGA) in Q4 2020, closing a stake of 423 shares — an estimated $23K sold.

Diversified Trust first reported a position in SRGA in Q3 2020 and held it in 1 quarter. The position peaked at $23K in Q3 2020. 96 funds tracked by Wall St. Rank hold SRGA as of Q4 2020.

  • Diversified Trust reported no remaining Surgalign Holdings, Inc. Common Stock position as of Q4 2020 after selling out during the quarter.
  • Diversified Trust sold 423 Surgalign Holdings, Inc. Common Stock shares in Q4 2020, an estimated $23K.
  • Diversified Trust first reported a position in Surgalign Holdings, Inc. Common Stock in Q3 2020 and held it in 1 quarter.
  • Diversified Trust's Surgalign Holdings, Inc. Common Stock position peaked at $23K in Q3 2020.
  • 96 funds tracked by Wall St. Rank held Surgalign Holdings, Inc. Common Stock as of Q4 2020.

Based on Diversified Trust's 13F filing for Q4 2020, filed 8 Jan 2021.