Marshall Wace North America’s Surgery Partners SGRY Stock Holding History

Marshall Wace North America’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	-11,060	Closed	-$174K	–	1560
2019 Q4	$174K	Sell	11,060 -565	-5%	-$6.41K	﹤0.01%	994
2019 Q3	$86K	Buy	+11,625	New	+$83.2K	﹤0.01%	1083
2018 Q4	–	Sell	-22,896	Closed	-$378K	–	1614
2018 Q3	$378K	Buy	+22,896	New	+$365K	﹤0.01%	747
2017 Q4	–	Sell	-45,849	Closed	-$458K	–	1585
2017 Q3	$458K	Buy	45,849 +2,047	+5%	+$29.3K	﹤0.01%	1083
2017 Q2	$1.01M	Sell	43,802 -120,544	-73%	-$2.48M	0.01%	935
2017 Q1	$3.29M	Buy	+164,346	New	+$3.19M	0.03%	486

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

Marshall Wace North America's SGRY Position: Q1 2020 in Review

Marshall Wace North America sold out of Surgery Partners (SGRY) in Q1 2020, closing a stake of 11,060 shares — an estimated $174K sold.

Marshall Wace North America first reported a position in SGRY in Q1 2017 and held it in 6 quarters. The position peaked at $3.29M in Q1 2017. 87 funds tracked by Wall St. Rank hold SGRY as of Q1 2020.

Marshall Wace North America reported no remaining Surgery Partners position as of Q1 2020 after selling out during the quarter.
Marshall Wace North America sold 11,060 Surgery Partners shares in Q1 2020, an estimated $174K.
Marshall Wace North America first reported a position in Surgery Partners in Q1 2017 and held it in 6 quarters.
Marshall Wace North America's Surgery Partners position peaked at $3.29M in Q1 2017.
87 funds tracked by Wall St. Rank held Surgery Partners as of Q1 2020.

Based on Marshall Wace North America's 13F filing for Q1 2020, filed 15 May 2020.