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Jackson Grant Investment Advisers’s Surgery Partners SGRY Stock Holding History

Jackson Grant Investment Advisers’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
2021
Q1 		– Sell
-250
Closed -$7K – 385
2020
Q4 		$7K Buy
+250
New +$6.22K ﹤0.01% 319

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Jackson Grant Investment Advisers's SGRY Position: Q1 2021 in Review

Jackson Grant Investment Advisers sold out of Surgery Partners (SGRY) in Q1 2021, closing a stake of 250 shares — an estimated $7K sold.

Jackson Grant Investment Advisers first reported a position in SGRY in Q4 2020 and held it in 1 quarter. The position peaked at $7K in Q4 2020. 119 funds tracked by Wall St. Rank hold SGRY as of Q1 2021.

  • Jackson Grant Investment Advisers reported no remaining Surgery Partners position as of Q1 2021 after selling out during the quarter.
  • Jackson Grant Investment Advisers sold 250 Surgery Partners shares in Q1 2021, an estimated $7K.
  • Jackson Grant Investment Advisers first reported a position in Surgery Partners in Q4 2020 and held it in 1 quarter.
  • Jackson Grant Investment Advisers's Surgery Partners position peaked at $7K in Q4 2020.
  • 119 funds tracked by Wall St. Rank held Surgery Partners as of Q1 2021.

Based on Jackson Grant Investment Advisers's 13F filing for Q1 2021, filed 22 Apr 2021.