InceptionR’s Surgery Partners SGRY Stock Holding History

InceptionR’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
2024 Q1	–	Sell	-6,495	Closed	-$208K	–	717
2023 Q4	$208K	Buy	+6,495	New	+$188K	0.15%	306

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

InceptionR's SGRY Position: Q1 2024 in Review

InceptionR sold out of Surgery Partners (SGRY) in Q1 2024, closing a stake of 6,495 shares — an estimated $208K sold.

InceptionR first reported a position in SGRY in Q4 2023 and held it in 1 quarter. The position peaked at $208K in Q4 2023. 180 funds tracked by Wall St. Rank hold SGRY as of Q1 2024.

InceptionR reported no remaining Surgery Partners position as of Q1 2024 after selling out during the quarter.
InceptionR sold 6,495 Surgery Partners shares in Q1 2024, an estimated $208K.
InceptionR first reported a position in Surgery Partners in Q4 2023 and held it in 1 quarter.
InceptionR's Surgery Partners position peaked at $208K in Q4 2023.
180 funds tracked by Wall St. Rank held Surgery Partners as of Q1 2024.

Based on InceptionR's 13F filing for Q1 2024, filed 9 May 2024.