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Hillsdale Investment Management’s Surgery Partners SGRY Stock Holding History

Hillsdale 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
2023
Q4 		– Sell
-109,630
Closed -$3.21M – 639
2023
Q3 		$3.21M Buy
109,630
+50
+0% +$1.8K 0.29% 133
2023
Q2 		$4.93M Buy
+109,580
New +$4.18M 0.45% 59

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

Hillsdale Investment Management's SGRY Position: Q4 2023 in Review

Hillsdale Investment Management sold out of Surgery Partners (SGRY) in Q4 2023, closing a stake of 109,630 shares — an estimated $3.21M sold.

Hillsdale Investment Management first reported a position in SGRY in Q2 2023 and held it in 2 quarters. The position peaked at $4.93M in Q2 2023. 174 funds tracked by Wall St. Rank hold SGRY as of Q4 2023.

  • Hillsdale Investment Management reported no remaining Surgery Partners position as of Q4 2023 after selling out during the quarter.
  • Hillsdale Investment Management sold 109,630 Surgery Partners shares in Q4 2023, an estimated $3.21M.
  • Hillsdale Investment Management first reported a position in Surgery Partners in Q2 2023 and held it in 2 quarters.
  • Hillsdale Investment Management's Surgery Partners position peaked at $4.93M in Q2 2023.
  • 174 funds tracked by Wall St. Rank held Surgery Partners as of Q4 2023.

Based on Hillsdale Investment Management's 13F filing for Q4 2023, filed 9 Feb 2024.