FORA Capital’s Surgery Partners SGRY Stock Holding History

FORA Capital’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	-7,619	Closed	-$263K	–	588
2023 Q1	$263K	Buy	+7,619	New	+$247K	0.03%	444
2021 Q2	–	Sell	-2,917	Closed	-$129K	–	1116
2021 Q1	$129K	Buy	2,917 +999	+52%	+$37.1K	0.04%	368
2020 Q4	$56K	Buy	+1,918	New	+$47.7K	0.01%	760
2020 Q2	–	Sell	-7,179	Closed	-$47K	–	1259
2020 Q1	$47K	Buy	+7,179	New	+$102K	0.01%	782

Other funds holding SGRY

BCI

Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 New York $5.72T AUM 30.48% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

FORA Capital's SGRY Position: Q2 2023 in Review

FORA Capital sold out of Surgery Partners (SGRY) in Q2 2023, closing a stake of 7,619 shares — an estimated $263K sold.

FORA Capital first reported a position in SGRY in Q1 2020 and held it in 4 quarters. The position peaked at $263K in Q1 2023. 168 funds tracked by Wall St. Rank hold SGRY as of Q2 2023.

FORA Capital reported no remaining Surgery Partners position as of Q2 2023 after selling out during the quarter.
FORA Capital sold 7,619 Surgery Partners shares in Q2 2023, an estimated $263K.
FORA Capital first reported a position in Surgery Partners in Q1 2020 and held it in 4 quarters.
FORA Capital's Surgery Partners position peaked at $263K in Q1 2023.
168 funds tracked by Wall St. Rank held Surgery Partners as of Q2 2023.

Based on FORA Capital's 13F filing for Q2 2023, filed 11 Aug 2023.