Koch Industries’s Surgery Partners SGRY Stock Holding History

Koch Industries’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
2017 Q4	–	Sell	-10,456	Closed	-$109K	–	755
2017 Q3	$109K	Buy	+10,456	New	+$150K	0.03%	447

Other funds holding SGRY

BCI

Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return

NIPH

NN Investment Partners Holdings The Hague, Netherlands $18.6B AUM 18.31% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

AAM

AMI Asset Management Los Angeles, California $1.57B AUM 19.49% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ECP

Elk Creek Partners Denver, Colorado $582M AUM 10.23% 1-Year Est. Return

Koch Industries's SGRY Position: Q4 2017 in Review

Koch Industries sold out of Surgery Partners (SGRY) in Q4 2017, closing a stake of 10,456 shares — an estimated $109K sold.

Koch Industries first reported a position in SGRY in Q3 2017 and held it in 1 quarter. The position peaked at $109K in Q3 2017. 84 funds tracked by Wall St. Rank hold SGRY as of Q4 2017.

Koch Industries reported no remaining Surgery Partners position as of Q4 2017 after selling out during the quarter.
Koch Industries sold 10,456 Surgery Partners shares in Q4 2017, an estimated $109K.
Koch Industries first reported a position in Surgery Partners in Q3 2017 and held it in 1 quarter.
Koch Industries's Surgery Partners position peaked at $109K in Q3 2017.
84 funds tracked by Wall St. Rank held Surgery Partners as of Q4 2017.

Based on Koch Industries's 13F filing for Q4 2017, filed 13 Feb 2018.