Dynamic Technology Lab’s Surgery Partners SGRY Stock Holding History

Dynamic Technology Lab’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
2024 Q3	–	Sell	-14,774	Closed	-$351K	–	1315
2024 Q2	$351K	Buy	+14,774	New	+$379K	0.04%	633
2023 Q2	–	Sell	-6,730	Closed	-$232K	–	1383
2023 Q1	$232K	Buy	+6,730	New	+$219K	0.02%	867
2021 Q1	–	Sell	-10,343	Closed	-$300K	–	1452
2020 Q4	$300K	Buy	+10,343	New	+$257K	0.05%	660
2019 Q3	–	Sell	-31,829	Closed	-$259K	–	1259
2019 Q2	$259K	Buy	+31,829	New	+$317K	0.04%	709
2016 Q2	–	Sell	-37,014	Closed	-$490K	–	1130
2016 Q1	$490K	Buy	+37,014	New	+$572K	0.13%	277

Other funds holding SGRY

BCI

Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dynamic Technology Lab's SGRY Position: Q3 2024 in Review

Dynamic Technology Lab sold out of Surgery Partners (SGRY) in Q3 2024, closing a stake of 14,774 shares — an estimated $351K sold.

Dynamic Technology Lab first reported a position in SGRY in Q1 2016 and held it in 5 quarters. The position peaked at $490K in Q1 2016. 183 funds tracked by Wall St. Rank hold SGRY as of Q3 2024.

Dynamic Technology Lab reported no remaining Surgery Partners position as of Q3 2024 after selling out during the quarter.
Dynamic Technology Lab sold 14,774 Surgery Partners shares in Q3 2024, an estimated $351K.
Dynamic Technology Lab first reported a position in Surgery Partners in Q1 2016 and held it in 5 quarters.
Dynamic Technology Lab's Surgery Partners position peaked at $490K in Q1 2016.
183 funds tracked by Wall St. Rank held Surgery Partners as of Q3 2024.

Based on Dynamic Technology Lab's 13F filing for Q3 2024, filed 13 Nov 2024.