Eaton Vance Management’s Surgery Partners SGRY Stock Holding History

Eaton Vance Management’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 Q2	–	Sell	-172	Closed	-$8K	–	2992
2021 Q1	$8K	Buy	+172	New	+$6.39K	﹤0.01%	2426
2020 Q2	–	Sell	-80,000	Closed	-$522K	–	1338
2020 Q1	$522K	Sell	80,000 -40,000	-33%	-$570K	﹤0.01%	1058
2019 Q4	$1.88M	Hold	120,000	–	–	﹤0.01%	848
2019 Q3	$886K	Hold	120,000	–	–	﹤0.01%	998
2019 Q2	$977K	Hold	120,000	–	–	﹤0.01%	961
2019 Q1	$1.35M	Hold	120,000	–	–	﹤0.01%	849
2018 Q4	$1.18M	Buy	120,000 +65,000	+118%	+$872K	﹤0.01%	837
2018 Q3	$908K	Buy	+55,000	New	+$878K	﹤0.01%	932

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Eaton Vance Management's SGRY Position: Q2 2021 in Review

Eaton Vance Management sold out of Surgery Partners (SGRY) in Q2 2021, closing a stake of 172 shares — an estimated $8K sold.

Eaton Vance Management first reported a position in SGRY in Q3 2018 and held it in 8 quarters. The position peaked at $1.88M in Q4 2019. 134 funds tracked by Wall St. Rank hold SGRY as of Q2 2021.

Eaton Vance Management reported no remaining Surgery Partners position as of Q2 2021 after selling out during the quarter.
Eaton Vance Management sold 172 Surgery Partners shares in Q2 2021, an estimated $8K.
Eaton Vance Management first reported a position in Surgery Partners in Q3 2018 and held it in 8 quarters.
Eaton Vance Management's Surgery Partners position peaked at $1.88M in Q4 2019.
134 funds tracked by Wall St. Rank held Surgery Partners as of Q2 2021.

Based on Eaton Vance Management's 13F filing for Q2 2021, filed 16 Aug 2021.