Lee Ainslie’s Surgery Partners SGRY Stock Holding History

Lee Ainslie’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 Q3	–	Sell	-1,990	Closed	-$133K	–	783
2021 Q2	$133K	Sell	1,990 -4,128	-67%	-$224K	﹤0.01%	537
2021 Q1	$271K	Buy	+6,118	New	+$227K	﹤0.01%	455

Other funds holding SGRY

BCI

Bain Capital Investors Boston, Massachusetts $4.82B AUM 35.43% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Lee Ainslie's SGRY Position: Q3 2021 in Review

Lee Ainslie sold out of Surgery Partners (SGRY) in Q3 2021, closing a stake of 1,990 shares — an estimated $133K sold.

Lee Ainslie first reported a position in SGRY in Q1 2021 and held it in 2 quarters. The position peaked at $271K in Q1 2021. 135 funds tracked by Wall St. Rank hold SGRY as of Q3 2021.

Lee Ainslie reported no remaining Surgery Partners position as of Q3 2021 after selling out during the quarter.
Lee Ainslie sold 1,990 Surgery Partners shares in Q3 2021, an estimated $133K.
Lee Ainslie first reported a position in Surgery Partners in Q1 2021 and held it in 2 quarters.
Lee Ainslie's Surgery Partners position peaked at $271K in Q1 2021.
135 funds tracked by Wall St. Rank held Surgery Partners as of Q3 2021.

Based on Maverick Capital's 13F filing for Q3 2021, filed 15 Nov 2021.