Federated Hermes
SGRY icon

Federated Hermes’s Surgery Partners SGRY Stock Holding History

Federated Hermes’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
-164,424
Closed -$3.85M – 2270
2022
Q3 		$3.85M Sell
164,424
-349,794
-68% -$11.2M 0.01% 729
2022
Q2 		$14.9M Sell
514,218
-534,982
-51% -$23.4M 0.04% 456
2022
Q1 		$57.8M Sell
1,049,200
-193
-0% -$9.55K 0.13% 203
2021
Q4 		$56M Buy
1,049,393
+79,986
+8% +$3.71M 0.1% 250
2021
Q3 		$41M Buy
969,407
+35,979
+4% +$1.84M 0.08% 324
2021
Q2 		$62.2M Buy
933,428
+108,451
+13% +$5.89M 0.12% 234
2021
Q1 		$36.5M Buy
824,977
+684,667
+488% +$25.4M 0.07% 350
2020
Q4 		$4.07M Buy
140,310
+83,648
+148% +$2.08M 0.01% 865
2020
Q3 		$1.24M Buy
+56,662
New +$1.01M ﹤0.01% 1167
2020
Q2 		– Sell
-154,744
Closed -$1.01M – 2361
2020
Q1 		$1.01M Buy
154,744
+62,403
+68% +$889K ﹤0.01% 1138
2019
Q4 		$1.45M Buy
+92,341
New +$1.05M ﹤0.01% 1130

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

Federated Hermes's SGRY Position: Q4 2022 in Review

Federated Hermes sold out of Surgery Partners (SGRY) in Q4 2022, closing a stake of 164,424 shares — an estimated $3.85M sold.

Federated Hermes first reported a position in SGRY in Q4 2019 and held it in 11 quarters. The position peaked at $62.2M in Q2 2021. 161 funds tracked by Wall St. Rank hold SGRY as of Q4 2022.

  • Federated Hermes reported no remaining Surgery Partners position as of Q4 2022 after selling out during the quarter.
  • Federated Hermes sold 164,424 Surgery Partners shares in Q4 2022, an estimated $3.85M.
  • Federated Hermes first reported a position in Surgery Partners in Q4 2019 and held it in 11 quarters.
  • Federated Hermes's Surgery Partners position peaked at $62.2M in Q2 2021.
  • 161 funds tracked by Wall St. Rank held Surgery Partners as of Q4 2022.

Based on Federated Hermes's 13F filing for Q4 2022, filed 13 Feb 2023.