Manchester Capital Management’s Surgery Partners SGRY Stock Holding History

Manchester Capital Management’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
2023 Q4	–	Sell	-10	Closed	-$293	–	1071
2023 Q3	$293	Hold	10	–	–	﹤0.01%	938
2023 Q2	$450	Sell	10 -9	-47%	-$343	﹤0.01%	890
2023 Q1	$655	Hold	19	–	–	﹤0.01%	976
2022 Q4	$529	Buy	19 +6	+46%	+$159	﹤0.01%	903
2022 Q3	$0	Sell	13 -39	-75%	-$1.25K	﹤0.01%	1004
2022 Q2	$2K	Buy	+52	New	+$2.27K	﹤0.01%	737

Other funds holding SGRY

BCI

Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

JFG

Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

Manchester Capital Management's SGRY Position: Q4 2023 in Review

Manchester Capital Management sold out of Surgery Partners (SGRY) in Q4 2023, closing a stake of 10 shares — an estimated $293 sold.

Manchester Capital Management first reported a position in SGRY in Q2 2022 and held it in 6 quarters. The position peaked at $2K in Q2 2022. 174 funds tracked by Wall St. Rank hold SGRY as of Q4 2023.

Manchester Capital Management reported no remaining Surgery Partners position as of Q4 2023 after selling out during the quarter.
Manchester Capital Management sold 10 Surgery Partners shares in Q4 2023, an estimated $293.
Manchester Capital Management first reported a position in Surgery Partners in Q2 2022 and held it in 6 quarters.
Manchester Capital Management's Surgery Partners position peaked at $2K in Q2 2022.
174 funds tracked by Wall St. Rank held Surgery Partners as of Q4 2023.

Based on Manchester Capital Management's 13F filing for Q4 2023, filed 8 Feb 2024.