Koshinski Asset Management
SGRY icon

Koshinski Asset Management’s Surgery Partners SGRY Stock Holding History

Koshinski Asset 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
Q4 		– Sell
-160
Closed -$6.77K – 2233
2021
Q3 		$6.77K Buy
+160
New +$8.16K ﹤0.01% 1765

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Koshinski Asset Management's SGRY Position: Q4 2021 in Review

Koshinski Asset Management sold out of Surgery Partners (SGRY) in Q4 2021, closing a stake of 160 shares — an estimated $6.77K sold.

Koshinski Asset Management first reported a position in SGRY in Q3 2021 and held it in 1 quarter. The position peaked at $6.77K in Q3 2021. 137 funds tracked by Wall St. Rank hold SGRY as of Q4 2021.

  • Koshinski Asset Management reported no remaining Surgery Partners position as of Q4 2021 after selling out during the quarter.
  • Koshinski Asset Management sold 160 Surgery Partners shares in Q4 2021, an estimated $6.77K.
  • Koshinski Asset Management first reported a position in Surgery Partners in Q3 2021 and held it in 1 quarter.
  • Koshinski Asset Management's Surgery Partners position peaked at $6.77K in Q3 2021.
  • 137 funds tracked by Wall St. Rank held Surgery Partners as of Q4 2021.

Based on Koshinski Asset Management's 13F filing for Q4 2021, filed 14 Jan 2022.