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Jefferies Group’s Surgery Partners SGRY Stock Holding History

Jefferies Group’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
2022
Q2 		– Sell
-4,265
Closed -$235K – 1821
2022
Q1 		$235K Buy
+4,265
New +$211K ﹤0.01% 1233
2020
Q1 		– Sell
-18,586
Closed -$291K – 2604
2019
Q4 		$291K Buy
18,586
+3,433
+23% +$38.9K ﹤0.01% 2074
2019
Q3 		$112K Sell
15,153
-3,918
-21% -$28.1K ﹤0.01% 2486
2019
Q2 		$155K Buy
19,071
+3,490
+22% +$34.8K ﹤0.01% 2206
2019
Q1 		$176K Buy
+15,581
New +$196K ﹤0.01% 1978
2017
Q4 		– Sell
-55,800
Closed -$578K – 2774
2017
Q3 		$578K Buy
+55,800
New +$798K ﹤0.01% 1559

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Jefferies Group's SGRY Position: Q2 2022 in Review

Jefferies Group sold out of Surgery Partners (SGRY) in Q2 2022, closing a stake of 4,265 shares — an estimated $235K sold.

Jefferies Group first reported a position in SGRY in Q3 2017 and held it in 6 quarters. The position peaked at $578K in Q3 2017. 137 funds tracked by Wall St. Rank hold SGRY as of Q2 2022.

  • Jefferies Group reported no remaining Surgery Partners position as of Q2 2022 after selling out during the quarter.
  • Jefferies Group sold 4,265 Surgery Partners shares in Q2 2022, an estimated $235K.
  • Jefferies Group first reported a position in Surgery Partners in Q3 2017 and held it in 6 quarters.
  • Jefferies Group's Surgery Partners position peaked at $578K in Q3 2017.
  • 137 funds tracked by Wall St. Rank held Surgery Partners as of Q2 2022.

Based on Jefferies Group's 13F filing for Q2 2022, filed 15 Aug 2022.