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Ergoteles’s Surgery Partners SGRY Stock Holding History

Ergoteles’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
Q2 		– Sell
-18,324
Closed -$1.01M – 1961
2022
Q1 		$1.01M Buy
+18,324
New +$906K 0.04% 421
2021
Q4 		– Sell
-13,400
Closed -$567K – 1556
2021
Q3 		$567K Buy
+13,400
New +$684K 0.02% 530

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Ergoteles's SGRY Position: Q2 2022 in Review

Ergoteles sold out of Surgery Partners (SGRY) in Q2 2022, closing a stake of 18,324 shares — an estimated $1.01M sold.

Ergoteles first reported a position in SGRY in Q3 2021 and held it in 2 quarters. The position peaked at $1.01M in Q1 2022. 137 funds tracked by Wall St. Rank hold SGRY as of Q2 2022.

  • Ergoteles reported no remaining Surgery Partners position as of Q2 2022 after selling out during the quarter.
  • Ergoteles sold 18,324 Surgery Partners shares in Q2 2022, an estimated $1.01M.
  • Ergoteles first reported a position in Surgery Partners in Q3 2021 and held it in 2 quarters.
  • Ergoteles's Surgery Partners position peaked at $1.01M in Q1 2022.
  • 137 funds tracked by Wall St. Rank held Surgery Partners as of Q2 2022.

Based on Ergoteles's 13F filing for Q2 2022, filed 12 Aug 2022.