NFG
SGRY icon

Next Financial Group’s Surgery Partners SGRY Stock Holding History

Next Financial Group’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
Q4 		$1K Hold
17
– – ﹤0.01% 2798
2021
Q3 		$1K Hold
17
– – ﹤0.01% 2676
2021
Q2 		$1K Hold
17
– – ﹤0.01% 2561
2021
Q1 		$1K Buy
+17
New +$631 ﹤0.01% 2459
2016
Q1 		– Sell
-100
Closed -$2K – 1846
2015
Q4 		$2K Buy
+100
New +$1.91K ﹤0.01% 1615

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Next Financial Group's SGRY Position: Q4 2021 in Review

Next Financial Group held its Surgery Partners (SGRY) position steady in Q4 2021 at 17 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2798.

Next Financial Group first reported a position in SGRY in Q4 2015 and has held it in 5 quarters since. The position peaked at $2K in Q4 2015. 137 funds tracked by Wall St. Rank hold SGRY as of Q4 2021.

  • Next Financial Group held 17 shares of Surgery Partners worth $1K as of Q4 2021.
  • Next Financial Group left its Surgery Partners share count unchanged in Q4 2021.
  • Surgery Partners made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2798 holding.
  • Next Financial Group first reported a position in Surgery Partners in Q4 2015 and has held it in 5 quarters since.
  • Next Financial Group's Surgery Partners position peaked at $2K in Q4 2015.
  • 137 funds tracked by Wall St. Rank held Surgery Partners as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.