EI
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Ellevest Inc’s Surgery Partners SGRY Stock Holding History

Ellevest Inc’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
2023
Q2 		– Sell
-817
Closed -$28.2K – 1404
2023
Q1 		$28.2K Buy
817
+452
+124% +$14.7K ﹤0.01% 755
2022
Q4 		$10.2K Buy
365
+363
+18,150% +$9.61K ﹤0.01% 1022
2022
Q3 		$0 Buy
+2
New +$64 ﹤0.01% 1835
2022
Q2 		– Sell
-86
Closed -$5K – 1654
2022
Q1 		$5K Buy
86
+65
+310% +$3.21K ﹤0.01% 1050
2021
Q4 		$1K Hold
21
– – ﹤0.01% 1324
2021
Q3 		$1K Hold
21
– – ﹤0.01% 1318
2021
Q2 		$1K Hold
21
– – ﹤0.01% 1198
2021
Q1 		$1K Buy
+21
New +$780 ﹤0.01% 1197

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Ellevest Inc's SGRY Position: Q2 2023 in Review

Ellevest Inc sold out of Surgery Partners (SGRY) in Q2 2023, closing a stake of 817 shares — an estimated $28.2K sold.

Ellevest Inc first reported a position in SGRY in Q1 2021 and held it in 8 quarters. The position peaked at $28.2K in Q1 2023. 168 funds tracked by Wall St. Rank hold SGRY as of Q2 2023.

  • Ellevest Inc reported no remaining Surgery Partners position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 817 Surgery Partners shares in Q2 2023, an estimated $28.2K.
  • Ellevest Inc first reported a position in Surgery Partners in Q1 2021 and held it in 8 quarters.
  • Ellevest Inc's Surgery Partners position peaked at $28.2K in Q1 2023.
  • 168 funds tracked by Wall St. Rank held Surgery Partners as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.