Logan Capital Management’s Surgalign Holdings, Inc. Common Stock SRGA Stock Holding History

Logan Capital Management’s Portfolio SRGA Stock Details SRGA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-66	Closed	-$12	–	494
2023 Q2	$12	Hold	66	–	–	﹤0.01%	485
2023 Q1	$105	Hold	66	–	–	﹤0.01%	490
2022 Q4	$129	Sell	66 -136	-67%	-$335	﹤0.01%	517
2022 Q3	$1K	Hold	202	–	–	﹤0.01%	496
2022 Q2	$1K	Sell	202 -1	-0.5%	-$6	﹤0.01%	526
2022 Q1	$2K	Hold	203	–	–	﹤0.01%	515
2021 Q4	$4K	Hold	203	–	–	﹤0.01%	511
2021 Q3	$7K	Hold	203	–	–	﹤0.01%	474
2021 Q2	$8K	Hold	203	–	–	﹤0.01%	463
2021 Q1	$13K	Buy	+203	New	+$14.2K	﹤0.01%	423

Other funds holding SRGA

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

BBA

Baader Bank Aktiengesellschaft Unterschleissheim, Germany $1.33B AUM 47.35% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

WWP

WR Wealth Planners Columbia, Missouri $311M AUM 18.22% 1-Year Est. Return

Logan Capital Management's SRGA Position: Q3 2023 in Review

Logan Capital Management sold out of Surgalign Holdings, Inc. Common Stock (SRGA) in Q3 2023, closing a stake of 66 shares — an estimated $12 sold.

Logan Capital Management first reported a position in SRGA in Q1 2021 and held it in 10 quarters. The position peaked at $13K in Q1 2021. 4 funds tracked by Wall St. Rank hold SRGA as of Q3 2023.

Logan Capital Management reported no remaining Surgalign Holdings, Inc. Common Stock position as of Q3 2023 after selling out during the quarter.
Logan Capital Management sold 66 Surgalign Holdings, Inc. Common Stock shares in Q3 2023, an estimated $12.
Logan Capital Management first reported a position in Surgalign Holdings, Inc. Common Stock in Q1 2021 and held it in 10 quarters.
Logan Capital Management's Surgalign Holdings, Inc. Common Stock position peaked at $13K in Q1 2021.
4 funds tracked by Wall St. Rank held Surgalign Holdings, Inc. Common Stock as of Q3 2023.

Based on Logan Capital Management's 13F filing for Q3 2023, filed 14 Nov 2023.