Inspire Advisors’s Surgery Partners SGRY Stock Holding History

Inspire Advisors’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	-17,046	Closed	-$499K	–	369
2023 Q3	$499K	Buy	+17,046	New	+$613K	0.09%	130

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

JFG

Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return

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

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

Inspire Advisors's SGRY Position: Q4 2023 in Review

Inspire Advisors sold out of Surgery Partners (SGRY) in Q4 2023, closing a stake of 17,046 shares — an estimated $499K sold.

Inspire Advisors first reported a position in SGRY in Q3 2023 and held it in 1 quarter. The position peaked at $499K in Q3 2023. 174 funds tracked by Wall St. Rank hold SGRY as of Q4 2023.

Inspire Advisors reported no remaining Surgery Partners position as of Q4 2023 after selling out during the quarter.
Inspire Advisors sold 17,046 Surgery Partners shares in Q4 2023, an estimated $499K.
Inspire Advisors first reported a position in Surgery Partners in Q3 2023 and held it in 1 quarter.
Inspire Advisors's Surgery Partners position peaked at $499K in Q3 2023.
174 funds tracked by Wall St. Rank held Surgery Partners as of Q4 2023.

Based on Inspire Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.