Gotham Asset Management’s Surgery Partners SGRY Stock Holding History

Gotham Asset 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
2020 Q1	–	Sell	-11,388	Closed	-$178K	–	1194
2019 Q4	$178K	Sell	11,388 -798	-7%	-$9.05K	﹤0.01%	1052
2019 Q3	$90K	Sell	12,186 -9,030	-43%	-$64.7K	﹤0.01%	1057
2019 Q2	$173K	Buy	21,216 +1,877	+10%	+$18.7K	﹤0.01%	1078
2019 Q1	$218K	Sell	19,339 -10,057	-34%	-$127K	﹤0.01%	1085
2018 Q4	$288K	Buy	29,396 +13,323	+83%	+$179K	﹤0.01%	870
2018 Q3	$265K	Buy	16,073 +541	+3%	+$8.63K	﹤0.01%	855
2018 Q2	$231K	Buy	+15,532	New	+$260K	﹤0.01%	818
2016 Q1	–	Sell	-11,397	Closed	-$234K	–	1066
2015 Q4	$234K	Buy	+11,397	New	+$218K	﹤0.01%	794

Other funds holding SGRY

BCI

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

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

KSCM

King Street Capital Management New York $328M AUM 0.61% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Centerbridge Partners New York $61.1M AUM 3.67% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Gotham Asset Management's SGRY Position: Q1 2020 in Review

Gotham Asset Management sold out of Surgery Partners (SGRY) in Q1 2020, closing a stake of 11,388 shares — an estimated $178K sold.

Gotham Asset Management first reported a position in SGRY in Q4 2015 and held it in 8 quarters. The position peaked at $288K in Q4 2018. 87 funds tracked by Wall St. Rank hold SGRY as of Q1 2020.

Gotham Asset Management reported no remaining Surgery Partners position as of Q1 2020 after selling out during the quarter.
Gotham Asset Management sold 11,388 Surgery Partners shares in Q1 2020, an estimated $178K.
Gotham Asset Management first reported a position in Surgery Partners in Q4 2015 and held it in 8 quarters.
Gotham Asset Management's Surgery Partners position peaked at $288K in Q4 2018.
87 funds tracked by Wall St. Rank held Surgery Partners as of Q1 2020.

Based on Gotham Asset Management's 13F filing for Q1 2020, filed 15 May 2020.