Massachusetts Financial Services
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Massachusetts Financial Services’s Surgery Partners SGRY Stock Holding History

Massachusetts Financial Services’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
Q1 		– Sell
-64,173
Closed -$1.86M – 963
2020
Q4 		$1.86M Sell
64,173
-645
-1% -$16.1K ﹤0.01% 742
2020
Q3 		$1.42M Buy
+64,818
New +$1.15M ﹤0.01% 754

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Massachusetts Financial Services's SGRY Position: Q1 2021 in Review

Massachusetts Financial Services sold out of Surgery Partners (SGRY) in Q1 2021, closing a stake of 64,173 shares — an estimated $1.86M sold.

Massachusetts Financial Services first reported a position in SGRY in Q3 2020 and held it in 2 quarters. The position peaked at $1.86M in Q4 2020. 119 funds tracked by Wall St. Rank hold SGRY as of Q1 2021.

  • Massachusetts Financial Services reported no remaining Surgery Partners position as of Q1 2021 after selling out during the quarter.
  • Massachusetts Financial Services sold 64,173 Surgery Partners shares in Q1 2021, an estimated $1.86M.
  • Massachusetts Financial Services first reported a position in Surgery Partners in Q3 2020 and held it in 2 quarters.
  • Massachusetts Financial Services's Surgery Partners position peaked at $1.86M in Q4 2020.
  • 119 funds tracked by Wall St. Rank held Surgery Partners as of Q1 2021.

Based on Massachusetts Financial Services's 13F filing for Q1 2021, filed 13 May 2021.