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Level Four Financial’s Surgery Partners SGRY Stock Holding History

Level Four Financial’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
-8,850
Closed -$590K – 330
2021
Q2 		$590K Buy
+8,850
New +$481K 0.25% 108

Other funds holding SGRY

BCI
Bain Capital Investors Boston, Massachusetts $4.82B AUM 35.43% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Level Four Financial's SGRY Position: Q3 2021 in Review

Level Four Financial sold out of Surgery Partners (SGRY) in Q3 2021, closing a stake of 8,850 shares — an estimated $590K sold.

Level Four Financial first reported a position in SGRY in Q2 2021 and held it in 1 quarter. The position peaked at $590K in Q2 2021. 135 funds tracked by Wall St. Rank hold SGRY as of Q3 2021.

  • Level Four Financial reported no remaining Surgery Partners position as of Q3 2021 after selling out during the quarter.
  • Level Four Financial sold 8,850 Surgery Partners shares in Q3 2021, an estimated $590K.
  • Level Four Financial first reported a position in Surgery Partners in Q2 2021 and held it in 1 quarter.
  • Level Four Financial's Surgery Partners position peaked at $590K in Q2 2021.
  • 135 funds tracked by Wall St. Rank held Surgery Partners as of Q3 2021.

Based on Level Four Financial's 13F filing for Q3 2021, filed 12 Oct 2021.