Kula Investments’s Surgery Partners SGRY Stock Holding History

Kula Investments’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
2023 Q1	–	Sell	-10,463	Closed	-$291K	–	828
2022 Q4	$291K	Buy	+10,463	New	+$277K	0.09%	395

Other funds holding SGRY

BCI

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

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

APM

Avidity Partners Management Dallas, Texas $936M AUM 195% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Kula Investments's SGRY Position: Q1 2023 in Review

Kula Investments sold out of Surgery Partners (SGRY) in Q1 2023, closing a stake of 10,463 shares — an estimated $291K sold.

Kula Investments first reported a position in SGRY in Q4 2022 and held it in 1 quarter. The position peaked at $291K in Q4 2022. 151 funds tracked by Wall St. Rank hold SGRY as of Q1 2023.

Kula Investments reported no remaining Surgery Partners position as of Q1 2023 after selling out during the quarter.
Kula Investments sold 10,463 Surgery Partners shares in Q1 2023, an estimated $291K.
Kula Investments first reported a position in Surgery Partners in Q4 2022 and held it in 1 quarter.
Kula Investments's Surgery Partners position peaked at $291K in Q4 2022.
151 funds tracked by Wall St. Rank held Surgery Partners as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.