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Joel Greenblatt’s Surgery Partners SGRY Stock Holding History

Joel Greenblatt’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
2020
Q1 		– Sell
-11,388
Closed -$178K – 1194
2019
Q4 		$178K Sell
11,388
-798
-7% -$9.05K ﹤0.01% 1052
2019
Q3 		$90K Sell
12,186
-9,030
-43% -$64.7K ﹤0.01% 1057
2019
Q2 		$173K Buy
21,216
+1,877
+10% +$18.7K ﹤0.01% 1078
2019
Q1 		$218K Sell
19,339
-10,057
-34% -$127K ﹤0.01% 1085
2018
Q4 		$288K Buy
29,396
+13,323
+83% +$179K ﹤0.01% 870
2018
Q3 		$265K Buy
16,073
+541
+3% +$8.63K ﹤0.01% 855
2018
Q2 		$231K Buy
+15,532
New +$260K ﹤0.01% 818
2016
Q1 		– Sell
-11,397
Closed -$234K – 1066
2015
Q4 		$234K Buy
+11,397
New +$218K ﹤0.01% 794

Other funds holding SGRY

BCI
Bain Capital Investors Boston, Massachusetts $4.82B AUM 35.43% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
KSCM
King Street Capital Management New York $190M AUM 16.01% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
CP
Centerbridge Partners New York $38.1M AUM 9.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Joel Greenblatt's SGRY Position: Q1 2020 in Review

Joel Greenblatt sold out of Surgery Partners (SGRY) in Q1 2020, closing a stake of 11,388 shares — an estimated $178K sold.

Joel Greenblatt first reported a position in SGRY in Q4 2015 and held it in 8 quarters. The position peaked at $288K in Q4 2018. 87 funds tracked by Wall St. Rank hold SGRY as of Q1 2020.

  • Joel Greenblatt reported no remaining Surgery Partners position as of Q1 2020 after selling out during the quarter.
  • Joel Greenblatt sold 11,388 Surgery Partners shares in Q1 2020, an estimated $178K.
  • Joel Greenblatt first reported a position in Surgery Partners in Q4 2015 and held it in 8 quarters.
  • Joel Greenblatt's Surgery Partners position peaked at $288K in Q4 2018.
  • 87 funds tracked by Wall St. Rank held Surgery Partners as of Q1 2020.

Based on Gotham Asset Management's 13F filing for Q1 2020, filed 15 May 2020.