LBMC Investment Advisors’s Surgery Partners SGRY Stock Holding History

LBMC Investment Advisors’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
2020 Q3	–	Sell	-10,578	Closed	-$122K	–	119
2020 Q2	$122K	Hold	10,578	–	–	0.02%	102
2020 Q1	$69K	Hold	10,578	–	–	0.01%	89
2019 Q4	$166K	Hold	10,578	–	–	0.02%	103
2019 Q3	$78K	Hold	10,578	–	–	0.01%	100
2019 Q2	$86K	Hold	10,578	–	–	0.01%	97
2019 Q1	$119K	Hold	10,578	–	–	0.02%	97
2018 Q4	$104K	Hold	10,578	–	–	0.02%	91
2018 Q3	$175K	Hold	10,578	–	–	0.03%	100
2018 Q2	$158K	Sell	10,578 -2,800	-21%	-$46.9K	0.03%	100
2018 Q1	$229K	Hold	13,378	–	–	0.04%	79
2017 Q4	$162K	Hold	13,378	–	–	0.03%	86
2017 Q3	$138K	Hold	13,378	–	–	0.02%	80
2017 Q2	$304K	Sell	13,378 -9,061	-40%	-$186K	0.05%	63
2017 Q1	$438K	Hold	22,439	–	–	0.08%	56
2016 Q4	$356K	Hold	22,439	–	–	0.07%	61
2016 Q3	$454K	Hold	22,439	–	–	0.09%	53
2016 Q2	$402K	Buy	+22,439	New	+$334K	0.08%	50

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

KSCM

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

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

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

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

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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

ITP

Iron Triangle Partners Cos Cob, Connecticut $875M AUM 49.85% 1-Year Est. Return

Polar Capital London, United Kingdom $13.5B AUM 55.9% 1-Year Est. Return

LBMC Investment Advisors's SGRY Position: Q3 2020 in Review

LBMC Investment Advisors sold out of Surgery Partners (SGRY) in Q3 2020, closing a stake of 10,578 shares — an estimated $122K sold.

LBMC Investment Advisors first reported a position in SGRY in Q2 2016 and held it in 17 quarters. The position peaked at $454K in Q3 2016. 98 funds tracked by Wall St. Rank hold SGRY as of Q3 2020.

LBMC Investment Advisors reported no remaining Surgery Partners position as of Q3 2020 after selling out during the quarter.
LBMC Investment Advisors sold 10,578 Surgery Partners shares in Q3 2020, an estimated $122K.
LBMC Investment Advisors first reported a position in Surgery Partners in Q2 2016 and held it in 17 quarters.
LBMC Investment Advisors's Surgery Partners position peaked at $454K in Q3 2016.
98 funds tracked by Wall St. Rank held Surgery Partners as of Q3 2020.

Based on LBMC Investment Advisors's 13F filing for Q3 2020, filed 20 Oct 2020.