Meeder Asset Management’s Surgery Partners SGRY Stock Holding History

Meeder Asset 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
2020 Q3	–	Sell	-382	Closed	-$5K	–	2351
2020 Q2	$5K	Sell	382 -373	-49%	-$4.09K	﹤0.01%	1535
2020 Q1	$5K	Buy	+755	New	+$10.8K	﹤0.01%	1806
2017 Q2	–	Sell	-131	Closed	-$3K	–	1844
2017 Q1	$3K	Hold	131	–	–	﹤0.01%	1275
2016 Q4	$2K	Buy	+131	New	+$2.18K	﹤0.01%	936

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

ITP

Iron Triangle Partners Cos Cob, Connecticut $875M AUM 49.85% 1-Year Est. Return

Polar Capital London, United Kingdom $13.5B AUM 55.9% 1-Year Est. Return

Meeder Asset Management's SGRY Position: Q3 2020 in Review

Meeder Asset Management sold out of Surgery Partners (SGRY) in Q3 2020, closing a stake of 382 shares — an estimated $5K sold.

Meeder Asset Management first reported a position in SGRY in Q4 2016 and held it in 4 quarters. The position peaked at $5K in Q2 2020. 98 funds tracked by Wall St. Rank hold SGRY as of Q3 2020.

Meeder Asset Management reported no remaining Surgery Partners position as of Q3 2020 after selling out during the quarter.
Meeder Asset Management sold 382 Surgery Partners shares in Q3 2020, an estimated $5K.
Meeder Asset Management first reported a position in Surgery Partners in Q4 2016 and held it in 4 quarters.
Meeder Asset Management's Surgery Partners position peaked at $5K in Q2 2020.
98 funds tracked by Wall St. Rank held Surgery Partners as of Q3 2020.

Based on Meeder Asset Management's 13F filing for Q3 2020, filed 2 Nov 2020.