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Investment House LLC’s Surgery Partners SGRY Stock Holding History

Investment House LLC’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
2017
Q1 		– Sell
-21,200
Closed -$336K – 193
2016
Q4 		$336K Buy
+21,200
New +$352K 0.05% 155

Other funds holding SGRY

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
NIPH
NN Investment Partners Holdings The Hague, Netherlands $18.6B AUM 18.31% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Investment House LLC's SGRY Position: Q1 2017 in Review

Investment House LLC sold out of Surgery Partners (SGRY) in Q1 2017, closing a stake of 21,200 shares — an estimated $336K sold.

Investment House LLC first reported a position in SGRY in Q4 2016 and held it in 1 quarter. The position peaked at $336K in Q4 2016. 86 funds tracked by Wall St. Rank hold SGRY as of Q1 2017.

  • Investment House LLC reported no remaining Surgery Partners position as of Q1 2017 after selling out during the quarter.
  • Investment House LLC sold 21,200 Surgery Partners shares in Q1 2017, an estimated $336K.
  • Investment House LLC first reported a position in Surgery Partners in Q4 2016 and held it in 1 quarter.
  • Investment House LLC's Surgery Partners position peaked at $336K in Q4 2016.
  • 86 funds tracked by Wall St. Rank held Surgery Partners as of Q1 2017.

Based on Investment House LLC's 13F filing for Q1 2017, filed 11 May 2017.