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Dorsey Wright & Associates’s Surgery Partners SGRY Stock Holding History

Dorsey Wright & Associates’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
-1,792
Closed -$76K – 331
2021
Q3 		$76K Buy
1,792
+140
+8% +$7.14K 0.02% 151
2021
Q2 		$110K Hold
1,652
– – 0.02% 128
2021
Q1 		$73.1K Buy
1,652
+948
+135% +$35.2K 0.86% 19
2020
Q4 		$20K Buy
704
+176
+33% +$4.38K ﹤0.01% 182
2020
Q3 		$12K Buy
+528
New +$9.38K ﹤0.01% 176

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

Dorsey Wright & Associates's SGRY Position: Q4 2021 in Review

Dorsey Wright & Associates sold out of Surgery Partners (SGRY) in Q4 2021, closing a stake of 1,792 shares — an estimated $76K sold.

Dorsey Wright & Associates first reported a position in SGRY in Q3 2020 and held it in 5 quarters. The position peaked at $110K in Q2 2021. 137 funds tracked by Wall St. Rank hold SGRY as of Q4 2021.

  • Dorsey Wright & Associates reported no remaining Surgery Partners position as of Q4 2021 after selling out during the quarter.
  • Dorsey Wright & Associates sold 1,792 Surgery Partners shares in Q4 2021, an estimated $76K.
  • Dorsey Wright & Associates first reported a position in Surgery Partners in Q3 2020 and held it in 5 quarters.
  • Dorsey Wright & Associates's Surgery Partners position peaked at $110K in Q2 2021.
  • 137 funds tracked by Wall St. Rank held Surgery Partners as of Q4 2021.

Based on Dorsey Wright & Associates's 13F filing for Q4 2021, filed 27 Jan 2022.