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Mount Yale Investment Advisors’s Surgery Partners SGRY Stock Holding History

Mount Yale Investment Advisors’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
2022
Q2 		– Sell
-4,460
Closed -$246K – 489
2022
Q1 		$246K Buy
+4,460
New +$221K 0.03% 411

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Mount Yale Investment Advisors's SGRY Position: Q2 2022 in Review

Mount Yale Investment Advisors sold out of Surgery Partners (SGRY) in Q2 2022, closing a stake of 4,460 shares — an estimated $246K sold.

Mount Yale Investment Advisors first reported a position in SGRY in Q1 2022 and held it in 1 quarter. The position peaked at $246K in Q1 2022. 137 funds tracked by Wall St. Rank hold SGRY as of Q2 2022.

  • Mount Yale Investment Advisors reported no remaining Surgery Partners position as of Q2 2022 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 4,460 Surgery Partners shares in Q2 2022, an estimated $246K.
  • Mount Yale Investment Advisors first reported a position in Surgery Partners in Q1 2022 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Surgery Partners position peaked at $246K in Q1 2022.
  • 137 funds tracked by Wall St. Rank held Surgery Partners as of Q2 2022.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2022, filed 2 Aug 2022.