Lazard Asset Management
SGRY icon

Lazard Asset Management’s Surgery Partners SGRY Stock Holding History

Lazard 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
2024
Q1 		– Sell
-1,348
Closed -$43K – 2346
2023
Q4 		$43K Hold
1,348
– – ﹤0.01% 1921
2023
Q3 		$39K Buy
1,348
+729
+118% +$26.2K ﹤0.01% 1920
2023
Q2 		$27K Buy
+619
New +$23.6K ﹤0.01% 2042
2020
Q1 		– Sell
-1,508
Closed -$23K – 1728
2019
Q4 		$23K Buy
+1,508
New +$17.1K ﹤0.01% 1203

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ClearBridge Investments
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
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lazard Asset Management's SGRY Position: Q1 2024 in Review

Lazard Asset Management sold out of Surgery Partners (SGRY) in Q1 2024, closing a stake of 1,348 shares — an estimated $43K sold.

Lazard Asset Management first reported a position in SGRY in Q4 2019 and held it in 4 quarters. The position peaked at $43K in Q4 2023. 180 funds tracked by Wall St. Rank hold SGRY as of Q1 2024.

  • Lazard Asset Management reported no remaining Surgery Partners position as of Q1 2024 after selling out during the quarter.
  • Lazard Asset Management sold 1,348 Surgery Partners shares in Q1 2024, an estimated $43K.
  • Lazard Asset Management first reported a position in Surgery Partners in Q4 2019 and held it in 4 quarters.
  • Lazard Asset Management's Surgery Partners position peaked at $43K in Q4 2023.
  • 180 funds tracked by Wall St. Rank held Surgery Partners as of Q1 2024.

Based on Lazard Asset Management's 13F filing for Q1 2024, filed 14 May 2024.