Jacobs Levy Equity Management’s Surgalign Holdings, Inc. Common Stock SRGA Stock Holding History

Jacobs Levy Equity 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 Q3	–	Sell	-557	Closed	-$23K	–	1165
2021 Q2	$23K	Buy	+557	New	+$28.5K	﹤0.01%	1017
2020 Q3	–	Sell	-3,337	Closed	-$318K	–	1132
2020 Q2	$318K	Hold	3,337	–	–	﹤0.01%	878
2020 Q1	$171K	Sell	3,337 -786	-19%	-$82.2K	﹤0.01%	908
2019 Q4	$339K	Buy	4,123 +3,598	+685%	+$252K	﹤0.01%	834
2019 Q3	$45K	Sell	525 -1,497	-74%	-$160K	﹤0.01%	906
2019 Q2	$258K	Sell	2,022 -2,571	-56%	-$370K	﹤0.01%	837
2019 Q1	$828K	Buy	4,593 +251	+6%	+$36.3K	0.01%	701
2018 Q4	$482K	Sell	4,342 -220	-5%	-$28.7K	0.01%	738
2018 Q3	$616K	Buy	4,562 +290	+7%	+$40K	0.01%	733
2018 Q2	$590K	Sell	4,272 -454	-10%	-$62.5K	0.01%	767
2018 Q1	$652K	Sell	4,726 -3,486	-42%	-$474K	0.01%	729
2017 Q4	$1.01M	Buy	8,212 +619	+8%	+$85K	0.02%	615
2017 Q3	$1.04M	Buy	7,593 +4,629	+156%	+$699K	0.02%	580
2017 Q2	$520K	Buy	2,964 +610	+26%	+$86.8K	0.01%	694
2017 Q1	$283K	Buy	2,354 +1,507	+178%	+$157K	0.01%	737
2016 Q4	$83K	Hold	847	–	–	﹤0.01%	918
2016 Q3	$80K	Buy	847 +257	+44%	+$25.8K	﹤0.01%	974
2016 Q2	$64K	Buy	+590	New	+$69.1K	﹤0.01%	1117
2013 Q3	–	Sell	-5,523	Closed	-$623K	–	1046
2013 Q2	$623K	Buy	+5,523	New	+$675K	0.01%	678

Other funds holding SRGA

KAM

Krensavage Asset Management New York $256M AUM 69.63% 1-Year Est. Return

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

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

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

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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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

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

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

Jacobs Levy Equity Management's SRGA Position: Q3 2021 in Review

Jacobs Levy Equity Management sold out of Surgalign Holdings, Inc. Common Stock (SRGA) in Q3 2021, closing a stake of 557 shares — an estimated $23K sold.

Jacobs Levy Equity Management first reported a position in SRGA in Q2 2013 and held it in 19 quarters. The position peaked at $1.04M in Q3 2017. 89 funds tracked by Wall St. Rank hold SRGA as of Q3 2021.

Jacobs Levy Equity Management reported no remaining Surgalign Holdings, Inc. Common Stock position as of Q3 2021 after selling out during the quarter.
Jacobs Levy Equity Management sold 557 Surgalign Holdings, Inc. Common Stock shares in Q3 2021, an estimated $23K.
Jacobs Levy Equity Management first reported a position in Surgalign Holdings, Inc. Common Stock in Q2 2013 and held it in 19 quarters.
Jacobs Levy Equity Management's Surgalign Holdings, Inc. Common Stock position peaked at $1.04M in Q3 2017.
89 funds tracked by Wall St. Rank held Surgalign Holdings, Inc. Common Stock as of Q3 2021.

Based on Jacobs Levy Equity Management's 13F filing for Q3 2021, filed 15 Nov 2021.