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Old Mission Capital’s Surgery Partners SGRY Stock Holding History

Old Mission Capital’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 		– Sell
-14,884
Closed -$630K – 1214
2021
Q3 		$630K Buy
+14,884
New +$759K 0.03% 516

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

Old Mission Capital's SGRY Position: Q4 2021 in Review

Old Mission Capital sold out of Surgery Partners (SGRY) in Q4 2021, closing a stake of 14,884 shares — an estimated $630K sold.

Old Mission Capital first reported a position in SGRY in Q3 2021 and held it in 1 quarter. The position peaked at $630K in Q3 2021. 137 funds tracked by Wall St. Rank hold SGRY as of Q4 2021.

  • Old Mission Capital reported no remaining Surgery Partners position as of Q4 2021 after selling out during the quarter.
  • Old Mission Capital sold 14,884 Surgery Partners shares in Q4 2021, an estimated $630K.
  • Old Mission Capital first reported a position in Surgery Partners in Q3 2021 and held it in 1 quarter.
  • Old Mission Capital's Surgery Partners position peaked at $630K in Q3 2021.
  • 137 funds tracked by Wall St. Rank held Surgery Partners as of Q4 2021.

Based on Old Mission Capital's 13F filing for Q4 2021, filed 10 Feb 2022.