KIA
SRGA

Kopp Investment Advisors’s Surgalign Holdings, Inc. Common Stock SRGA Stock Holding History

Kopp Investment Advisors’s Portfolio SRGA Stock Details SRGA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		$1.18M Sell
13,853
-10,227
-42% -$1.09M 2.18% 15
2019
Q2 		$3.07M Sell
24,080
-5,510
-19% -$793K 3.5% 13
2019
Q1 		$5.33M Buy
29,590
+664
+2% +$96.1K 4.32% 8
2018
Q4 		$3.21M Sell
28,926
-982
-3% -$128K 3.13% 12
2018
Q3 		$4.04M Buy
29,908
+973
+3% +$134K 3.4% 12
2018
Q2 		$3.99M Sell
28,935
-442
-2% -$60.8K 3.75% 5
2018
Q1 		$4.05M Sell
29,377
-816
-3% -$111K 4.12% 2
2017
Q4 		$3.71M Sell
30,193
-1,734
-5% -$238K 3.72% 4
2017
Q3 		$4.36M Sell
31,927
-519
-2% -$78.3K 3.99% 5
2017
Q2 		$5.69M Buy
32,446
+5,164
+19% +$735K 5.1% 4
2017
Q1 		$3.27M Buy
27,282
+3,400
+14% +$354K 3.2% 8
2016
Q4 		$2.33M Sell
23,882
-243
-1% -$22.3K 2.46% 11
2016
Q3 		$2.27M Sell
24,125
-19,828
-45% -$1.99M 2.24% 15
2016
Q2 		$4.73M Sell
43,953
-1,871
-4% -$219K 2.52% 7
2016
Q1 		$5.5M Sell
45,824
-2,955
-6% -$310K 3% 7
2015
Q4 		$5.81M Sell
48,779
-2,205
-4% -$284K 2.86% 9
2015
Q3 		$8.69M Sell
50,984
-925
-2% -$177K 4.67% 8
2015
Q2 		$10.1M Buy
51,909
+4,213
+9% +$782K 4.48% 8
2015
Q1 		$7.07M Sell
47,696
-6,455
-12% -$983K 3.13% 9
2014
Q4 		$8.45M Sell
54,151
-6,274
-10% -$904K 4.06% 6
2014
Q3 		$8.66M Sell
60,425
-2,539
-4% -$368K 4.29% 5
2014
Q2 		$8.22M Sell
62,964
-5,331
-8% -$677K 3.78% 8
2014
Q1 		$8.36M Sell
68,295
-3,889
-5% -$421K 3.51% 7
2013
Q4 		$7.67M Sell
72,184
-39,709
-35% -$3.85M 3.47% 8
2013
Q3 		$12.6M Sell
111,893
-23,804
-18% -$2.7M 4.61% 4
2013
Q2 		$15.3M Buy
+135,697
New +$16.6M 5.98% 3

Other funds holding SRGA

PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 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
KAM
Krensavage Asset Management New York $256M AUM 69.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
HM
HealthCor Management New York $109M AUM 10.64% 1-Year Est. Return
RSCM
Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Kopp Investment Advisors's SRGA Position: Q3 2019 in Review

Kopp Investment Advisors reduced its Surgalign Holdings, Inc. Common Stock (SRGA) stake by 42% in Q3 2019, selling an estimated $1.09M and leaving 13,853 shares worth $1.18M. The position accounts for 2.18% of the portfolio, ranked #15.

Kopp Investment Advisors first reported a position in SRGA in Q2 2013 and has held it in 26 quarters since. The position peaked at $15.3M in Q2 2013. 97 funds tracked by Wall St. Rank hold SRGA as of Q3 2019.

  • Kopp Investment Advisors held 13,853 shares of Surgalign Holdings, Inc. Common Stock worth $1.18M as of Q3 2019.
  • Kopp Investment Advisors sold 10,227 Surgalign Holdings, Inc. Common Stock shares in Q3 2019, an estimated $1.09M.
  • Surgalign Holdings, Inc. Common Stock made up 2.18% of Kopp Investment Advisors's portfolio in Q3 2019, its #15 holding.
  • Kopp Investment Advisors first reported a position in Surgalign Holdings, Inc. Common Stock in Q2 2013 and has held it in 26 quarters since.
  • Kopp Investment Advisors's Surgalign Holdings, Inc. Common Stock position peaked at $15.3M in Q2 2013.
  • 97 funds tracked by Wall St. Rank held Surgalign Holdings, Inc. Common Stock as of Q3 2019.

Based on Kopp Investment Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.