Jacobi Capital Management’s Surgalign Holdings, Inc. Common Stock SRGA Stock Holding History

Jacobi Capital Management’s Portfolio SRGA Stock Details SRGA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-29	Closed	-$1K	–	1439
2021 Q3	$1K	Hold	29	–	–	﹤0.01%	1430
2021 Q2	$1K	Hold	29	–	–	﹤0.01%	1373
2021 Q1	$2K	Hold	29	–	–	﹤0.01%	1274
2020 Q4	$2K	Hold	29	–	–	﹤0.01%	1193
2020 Q3	$2K	Hold	29	–	–	﹤0.01%	1140
2020 Q2	$3K	Hold	29	–	–	﹤0.01%	1025
2020 Q1	$1K	Hold	29	–	–	﹤0.01%	1113
2019 Q4	$2K	Hold	29	–	–	﹤0.01%	983
2019 Q3	$2K	Hold	29	–	–	﹤0.01%	970
2019 Q2	$4K	Hold	29	–	–	﹤0.01%	878
2019 Q1	$5K	Hold	29	–	–	﹤0.01%	806
2018 Q4	$3K	Hold	29	–	–	﹤0.01%	830
2018 Q3	$4K	Hold	29	–	–	﹤0.01%	836
2018 Q2	$4K	Hold	29	–	–	﹤0.01%	861
2018 Q1	$4K	Hold	29	–	–	﹤0.01%	840
2017 Q4	$4K	Hold	29	–	–	﹤0.01%	813
2017 Q3	$4K	Hold	29	–	–	﹤0.01%	787
2017 Q2	$5K	Hold	29	–	–	﹤0.01%	688
2017 Q1	$3K	Hold	29	–	–	﹤0.01%	607
2016 Q4	$3K	Hold	29	–	–	﹤0.01%	546
2016 Q3	$3K	Hold	29	–	–	﹤0.01%	622
2016 Q2	$3K	Buy	+29	New	+$3.4K	﹤0.01%	613

Other funds holding SRGA

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return

CLG

Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Eversept Partners New York $1.9B AUM 121.13% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Jacobi Capital Management's SRGA Position: Q4 2021 in Review

Jacobi Capital Management sold out of Surgalign Holdings, Inc. Common Stock (SRGA) in Q4 2021, closing a stake of 29 shares — an estimated $1K sold.

Jacobi Capital Management first reported a position in SRGA in Q2 2016 and held it in 22 quarters. The position peaked at $5K in Q1 2019. 72 funds tracked by Wall St. Rank hold SRGA as of Q4 2021.

Jacobi Capital Management reported no remaining Surgalign Holdings, Inc. Common Stock position as of Q4 2021 after selling out during the quarter.
Jacobi Capital Management sold 29 Surgalign Holdings, Inc. Common Stock shares in Q4 2021, an estimated $1K.
Jacobi Capital Management first reported a position in Surgalign Holdings, Inc. Common Stock in Q2 2016 and held it in 22 quarters.
Jacobi Capital Management's Surgalign Holdings, Inc. Common Stock position peaked at $5K in Q1 2019.
72 funds tracked by Wall St. Rank held Surgalign Holdings, Inc. Common Stock as of Q4 2021.

Based on Jacobi Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.