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Mirabella Financial Services’s Surgery Partners SGRY Stock Holding History

Mirabella 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
2023
Q4 		– Sell
-8,260
Closed -$242K – 571
2023
Q3 		$242K Buy
+8,260
New +$297K 0.03% 318

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
ClearBridge Investments
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

Mirabella Financial Services's SGRY Position: Q4 2023 in Review

Mirabella Financial Services sold out of Surgery Partners (SGRY) in Q4 2023, closing a stake of 8,260 shares — an estimated $242K sold.

Mirabella Financial Services first reported a position in SGRY in Q3 2023 and held it in 1 quarter. The position peaked at $242K in Q3 2023. 174 funds tracked by Wall St. Rank hold SGRY as of Q4 2023.

  • Mirabella Financial Services reported no remaining Surgery Partners position as of Q4 2023 after selling out during the quarter.
  • Mirabella Financial Services sold 8,260 Surgery Partners shares in Q4 2023, an estimated $242K.
  • Mirabella Financial Services first reported a position in Surgery Partners in Q3 2023 and held it in 1 quarter.
  • Mirabella Financial Services's Surgery Partners position peaked at $242K in Q3 2023.
  • 174 funds tracked by Wall St. Rank held Surgery Partners as of Q4 2023.

Based on Mirabella Financial Services's 13F filing for Q4 2023, filed 14 Feb 2024.