Ensign Peak Advisors
SGRY icon

Ensign Peak Advisors’s Surgery Partners SGRY Stock Holding History

Ensign Peak Advisors’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
2022
Q4 		– Sell
-8,310
Closed -$194K – 2155
2022
Q3 		$194K Buy
8,310
+2,710
+48% +$86.5K ﹤0.01% 1888
2022
Q2 		$162K Hold
5,600
– – ﹤0.01% 1857
2022
Q1 		$308K Hold
5,600
– – ﹤0.01% 1741
2021
Q4 		$299K Buy
+5,600
New +$260K ﹤0.01% 1816

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
APM
Avidity Partners Management Dallas, Texas $936M AUM 195% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ensign Peak Advisors's SGRY Position: Q4 2022 in Review

Ensign Peak Advisors sold out of Surgery Partners (SGRY) in Q4 2022, closing a stake of 8,310 shares — an estimated $194K sold.

Ensign Peak Advisors first reported a position in SGRY in Q4 2021 and held it in 4 quarters. The position peaked at $308K in Q1 2022. 161 funds tracked by Wall St. Rank hold SGRY as of Q4 2022.

  • Ensign Peak Advisors reported no remaining Surgery Partners position as of Q4 2022 after selling out during the quarter.
  • Ensign Peak Advisors sold 8,310 Surgery Partners shares in Q4 2022, an estimated $194K.
  • Ensign Peak Advisors first reported a position in Surgery Partners in Q4 2021 and held it in 4 quarters.
  • Ensign Peak Advisors's Surgery Partners position peaked at $308K in Q1 2022.
  • 161 funds tracked by Wall St. Rank held Surgery Partners as of Q4 2022.

Based on Ensign Peak Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.