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Essex Investment Management’s Surgery Partners SGRY Stock Holding History

Essex Investment 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
2016
Q4 		– Sell
-43,864
Closed -$888K – 367
2016
Q3 		$888K Buy
43,864
+21,036
+92% +$386K 0.14% 182
2016
Q2 		$409K Buy
+22,828
New +$340K 0.07% 260

Other funds holding SGRY

TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
CAM
Cortina Asset Management Milwaukee, Wisconsin $1.62B AUM 15.44% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Essex Investment Management's SGRY Position: Q4 2016 in Review

Essex Investment Management sold out of Surgery Partners (SGRY) in Q4 2016, closing a stake of 43,864 shares — an estimated $888K sold.

Essex Investment Management first reported a position in SGRY in Q2 2016 and held it in 2 quarters. The position peaked at $888K in Q3 2016. 92 funds tracked by Wall St. Rank hold SGRY as of Q4 2016.

  • Essex Investment Management reported no remaining Surgery Partners position as of Q4 2016 after selling out during the quarter.
  • Essex Investment Management sold 43,864 Surgery Partners shares in Q4 2016, an estimated $888K.
  • Essex Investment Management first reported a position in Surgery Partners in Q2 2016 and held it in 2 quarters.
  • Essex Investment Management's Surgery Partners position peaked at $888K in Q3 2016.
  • 92 funds tracked by Wall St. Rank held Surgery Partners as of Q4 2016.

Based on Essex Investment Management's 13F filing for Q4 2016, filed 8 Feb 2017.