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HM Payson & Co’s Surgery Partners SGRY Stock Holding History

HM Payson & Co’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
Q3 		– Sell
-1
Closed – – 1070
2022
Q2 		$0 Buy
+1
New +$44 ﹤0.01% 1129

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
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

HM Payson & Co's SGRY Position: Q3 2022 in Review

HM Payson & Co sold out of Surgery Partners (SGRY) in Q3 2022, closing a stake of 1 share.

HM Payson & Co first reported a position in SGRY in Q2 2022 and held it in 1 quarter. The position peaked at $0 in Q2 2022. 138 funds tracked by Wall St. Rank hold SGRY as of Q3 2022.

  • HM Payson & Co reported no remaining Surgery Partners position as of Q3 2022 after selling out during the quarter.
  • HM Payson & Co sold 1 Surgery Partners share in Q3 2022.
  • HM Payson & Co first reported a position in Surgery Partners in Q2 2022 and held it in 1 quarter.
  • HM Payson & Co's Surgery Partners position peaked at $0 in Q2 2022.
  • 138 funds tracked by Wall St. Rank held Surgery Partners as of Q3 2022.

Based on HM Payson & Co's 13F filing for Q3 2022, filed 25 Oct 2022.