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Innealta Capital’s Surgery Partners SGRY Stock Holding History

Innealta 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
2024
Q3 		– Sell
-8
Closed -$190 – 1417
2024
Q2 		$190 Buy
+8
New +$205 ﹤0.01% 1614

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Innealta Capital's SGRY Position: Q3 2024 in Review

Innealta Capital sold out of Surgery Partners (SGRY) in Q3 2024, closing a stake of 8 shares — an estimated $190 sold.

Innealta Capital first reported a position in SGRY in Q2 2024 and held it in 1 quarter. The position peaked at $190 in Q2 2024. 183 funds tracked by Wall St. Rank hold SGRY as of Q3 2024.

  • Innealta Capital reported no remaining Surgery Partners position as of Q3 2024 after selling out during the quarter.
  • Innealta Capital sold 8 Surgery Partners shares in Q3 2024, an estimated $190.
  • Innealta Capital first reported a position in Surgery Partners in Q2 2024 and held it in 1 quarter.
  • Innealta Capital's Surgery Partners position peaked at $190 in Q2 2024.
  • 183 funds tracked by Wall St. Rank held Surgery Partners as of Q3 2024.

Based on Innealta Capital's 13F filing for Q3 2024, filed 29 Oct 2024.