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Jonathan Kolatch’s Surgery Partners SGRY Stock Holding History

Jonathan Kolatch’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
2018
Q1 		– Sell
-112,138
Closed -$1.36M – 51
2017
Q4 		$1.36M Hold
112,138
– – 0.11% 38
2017
Q3 		$1.16M Buy
+112,138
New +$1.6M 0.12% 40

Other funds holding SGRY

BCI
Bain Capital Investors Boston, Massachusetts $4.82B AUM 35.43% 1-Year Est. Return
NIPH
NN Investment Partners Holdings The Hague, Netherlands $18.6B AUM 18.31% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
AAM
AMI Asset Management Los Angeles, California $1.74B AUM 26.89% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ECP
Elk Creek Partners Denver, Colorado $582M AUM 10.23% 1-Year Est. Return

Jonathan Kolatch's SGRY Position: Q1 2018 in Review

Jonathan Kolatch sold out of Surgery Partners (SGRY) in Q1 2018, closing a stake of 112,138 shares — an estimated $1.36M sold.

Jonathan Kolatch first reported a position in SGRY in Q3 2017 and held it in 2 quarters. The position peaked at $1.36M in Q4 2017. 83 funds tracked by Wall St. Rank hold SGRY as of Q1 2018.

  • Jonathan Kolatch reported no remaining Surgery Partners position as of Q1 2018 after selling out during the quarter.
  • Jonathan Kolatch sold 112,138 Surgery Partners shares in Q1 2018, an estimated $1.36M.
  • Jonathan Kolatch first reported a position in Surgery Partners in Q3 2017 and held it in 2 quarters.
  • Jonathan Kolatch's Surgery Partners position peaked at $1.36M in Q4 2017.
  • 83 funds tracked by Wall St. Rank held Surgery Partners as of Q1 2018.

Based on Redwood Capital Management's 13F filing for Q1 2018, filed 15 May 2018.