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JS Capital Management’s Surgery Partners SGRY Stock Holding History

JS Capital Management’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
2021
Q1 		– Sell
-20,000
Closed -$580K – 193
2020
Q4 		$580K Sell
20,000
-9,900
-33% -$246K 0.03% 71
2020
Q3 		$655K Sell
29,900
-5,800
-16% -$103K 0.03% 57
2020
Q2 		$413K Buy
+35,700
New +$391K 0.03% 94
2020
Q1 		– Sell
-36,800
Closed -$576K – 184
2019
Q4 		$576K Buy
+36,800
New +$417K 0.07% 50

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

JS Capital Management's SGRY Position: Q1 2021 in Review

JS Capital Management sold out of Surgery Partners (SGRY) in Q1 2021, closing a stake of 20,000 shares — an estimated $580K sold.

JS Capital Management first reported a position in SGRY in Q4 2019 and held it in 4 quarters. The position peaked at $655K in Q3 2020. 119 funds tracked by Wall St. Rank hold SGRY as of Q1 2021.

  • JS Capital Management reported no remaining Surgery Partners position as of Q1 2021 after selling out during the quarter.
  • JS Capital Management sold 20,000 Surgery Partners shares in Q1 2021, an estimated $580K.
  • JS Capital Management first reported a position in Surgery Partners in Q4 2019 and held it in 4 quarters.
  • JS Capital Management's Surgery Partners position peaked at $655K in Q3 2020.
  • 119 funds tracked by Wall St. Rank held Surgery Partners as of Q1 2021.

Based on JS Capital Management's 13F filing for Q1 2021, filed 17 May 2021.