Macquarie Group
SGRY icon

Macquarie Group’s Surgery Partners SGRY Stock Holding History

Macquarie Group’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
2022
Q3 		– Sell
-654
Closed -$20.9K – 2285
2022
Q2 		$19K Buy
+654
New +$28.6K ﹤0.01% 2332
2019
Q1 		– Sell
-1,500
Closed -$15K – 1980
2018
Q4 		$15K Buy
+1,500
New +$20.1K ﹤0.01% 1853
2017
Q3 		– Sell
-76,122
Closed -$1.73M – 2149
2017
Q2 		$1.73M Sell
76,122
-18,308
-19% -$376K ﹤0.01% 1011
2017
Q1 		$1.84M Sell
94,430
-2,677
-3% -$52K ﹤0.01% 994
2016
Q4 		$1.54M Sell
97,107
-2,700
-3% -$44.9K ﹤0.01% 1043
2016
Q3 		$2.02M Sell
99,807
-99,893
-50% -$1.83M ﹤0.01% 955
2016
Q2 		$3.57M Buy
+199,700
New +$2.97M ﹤0.01% 985

Other funds holding SGRY

BCI
Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Macquarie Group's SGRY Position: Q3 2022 in Review

Macquarie Group sold out of Surgery Partners (SGRY) in Q3 2022, closing a stake of 654 shares — an estimated $20.9K sold.

Macquarie Group first reported a position in SGRY in Q2 2016 and held it in 7 quarters. The position peaked at $3.57M in Q2 2016. 138 funds tracked by Wall St. Rank hold SGRY as of Q3 2022.

  • Macquarie Group reported no remaining Surgery Partners position as of Q3 2022 after selling out during the quarter.
  • Macquarie Group sold 654 Surgery Partners shares in Q3 2022, an estimated $20.9K.
  • Macquarie Group first reported a position in Surgery Partners in Q2 2016 and held it in 7 quarters.
  • Macquarie Group's Surgery Partners position peaked at $3.57M in Q2 2016.
  • 138 funds tracked by Wall St. Rank held Surgery Partners as of Q3 2022.

Based on Macquarie Group's 13F filing for Q3 2022, filed 14 Nov 2022.