Ladenburg Thalmann Financial Services’s Surgery Partners SGRY Stock Holding History

Ladenburg Thalmann Financial Services’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
2019 Q4	$3K	Buy	208 +123	+145%	+$1.4K	﹤0.01%	4979
2019 Q3	$1K	Sell	85 -169	-67%	-$1.21K	﹤0.01%	5152
2019 Q2	$2K	Hold	254	–	–	﹤0.01%	4998
2019 Q1	$3K	Hold	254	–	–	﹤0.01%	4851
2018 Q4	$3K	Sell	254 -425	-63%	-$5.7K	﹤0.01%	4798
2018 Q3	$11K	Sell	679 -2,895	-81%	-$46.2K	﹤0.01%	4248
2018 Q2	$61K	Hold	3,574	–	–	﹤0.01%	3125
2018 Q1	$61K	Sell	3,574 -76	-2%	-$1.18K	﹤0.01%	3125
2017 Q4	$44K	Buy	+3,650	New	+$34.9K	﹤0.01%	3313

Other funds holding SGRY

BCI

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

ClearBridge Investments New York $115B AUM 24.78% 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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

KSCM

King Street Capital Management New York $328M AUM 0.61% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

ECP

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

Ladenburg Thalmann Financial Services's SGRY Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its Surgery Partners (SGRY) stake by 145% in Q4 2019, buying an estimated $1.4K and bringing the position to 208 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #4979.

Ladenburg Thalmann Financial Services first reported a position in SGRY in Q4 2017 and has held it in 9 quarters since. The position peaked at $61K in Q2 2018. 98 funds tracked by Wall St. Rank hold SGRY as of Q4 2019.

Ladenburg Thalmann Financial Services held 208 shares of Surgery Partners worth $3K as of Q4 2019.
Ladenburg Thalmann Financial Services bought 123 Surgery Partners shares in Q4 2019, an estimated $1.4K.
Surgery Partners made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #4979 holding.
Ladenburg Thalmann Financial Services first reported a position in Surgery Partners in Q4 2017 and has held it in 9 quarters since.
Ladenburg Thalmann Financial Services's Surgery Partners position peaked at $61K in Q2 2018.
98 funds tracked by Wall St. Rank held Surgery Partners as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.