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EAM Investors’s Surgery Partners SGRY Stock Holding History

EAM Investors’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
Q3 		– Sell
-75,318
Closed -$5.02M – 383
2021
Q2 		$5.02M Sell
75,318
-45,765
-38% -$2.49M 0.77% 5
2021
Q1 		$5.36M Buy
121,083
+46,615
+63% +$1.73M 0.81% 7
2020
Q4 		$2.16M Buy
74,468
+995
+1% +$24.8K 0.35% 97
2020
Q3 		$1.61M Buy
+73,473
New +$1.31M 0.38% 92

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

EAM Investors's SGRY Position: Q3 2021 in Review

EAM Investors sold out of Surgery Partners (SGRY) in Q3 2021, closing a stake of 75,318 shares — an estimated $5.02M sold.

EAM Investors first reported a position in SGRY in Q3 2020 and held it in 4 quarters. The position peaked at $5.36M in Q1 2021. 135 funds tracked by Wall St. Rank hold SGRY as of Q3 2021.

  • EAM Investors reported no remaining Surgery Partners position as of Q3 2021 after selling out during the quarter.
  • EAM Investors sold 75,318 Surgery Partners shares in Q3 2021, an estimated $5.02M.
  • EAM Investors first reported a position in Surgery Partners in Q3 2020 and held it in 4 quarters.
  • EAM Investors's Surgery Partners position peaked at $5.36M in Q1 2021.
  • 135 funds tracked by Wall St. Rank held Surgery Partners as of Q3 2021.

Based on EAM Investors's 13F filing for Q3 2021, filed 12 Nov 2021.