Leonard Green & Partners’s Surgery Partners SGRY Stock Holding History

Leonard Green & Partners’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 Q1	–	Sell	-70,000	Closed	-$1.1M	–	35
2019 Q4	$1.1M	Sell	70,000 -429,806	-86%	-$4.88M	0.27%	29
2019 Q3	$3.69M	Buy	+499,806	New	+$3.58M	0.89%	16

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Centerbridge Partners New York $61.1M AUM 3.67% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Leonard Green & Partners's SGRY Position: Q1 2020 in Review

Leonard Green & Partners sold out of Surgery Partners (SGRY) in Q1 2020, closing a stake of 70,000 shares — an estimated $1.1M sold.

Leonard Green & Partners first reported a position in SGRY in Q3 2019 and held it in 2 quarters. The position peaked at $3.69M in Q3 2019. 87 funds tracked by Wall St. Rank hold SGRY as of Q1 2020.

Leonard Green & Partners reported no remaining Surgery Partners position as of Q1 2020 after selling out during the quarter.
Leonard Green & Partners sold 70,000 Surgery Partners shares in Q1 2020, an estimated $1.1M.
Leonard Green & Partners first reported a position in Surgery Partners in Q3 2019 and held it in 2 quarters.
Leonard Green & Partners's Surgery Partners position peaked at $3.69M in Q3 2019.
87 funds tracked by Wall St. Rank held Surgery Partners as of Q1 2020.

Based on Leonard Green & Partners's 13F filing for Q1 2020, filed 15 May 2020.