Oppenheimer & Co’s Surgery Partners SGRY Stock Holding History

Oppenheimer & Co’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 Q3	–	Sell	-10,835	Closed	-$487K	–	1454
2023 Q2	$487K	Buy	+10,835	New	+$413K	0.01%	985

Other funds holding SGRY

BCI

Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Oppenheimer & Co's SGRY Position: Q3 2023 in Review

Oppenheimer & Co sold out of Surgery Partners (SGRY) in Q3 2023, closing a stake of 10,835 shares — an estimated $487K sold.

Oppenheimer & Co first reported a position in SGRY in Q2 2023 and held it in 1 quarter. The position peaked at $487K in Q2 2023. 164 funds tracked by Wall St. Rank hold SGRY as of Q3 2023.

Oppenheimer & Co reported no remaining Surgery Partners position as of Q3 2023 after selling out during the quarter.
Oppenheimer & Co sold 10,835 Surgery Partners shares in Q3 2023, an estimated $487K.
Oppenheimer & Co first reported a position in Surgery Partners in Q2 2023 and held it in 1 quarter.
Oppenheimer & Co's Surgery Partners position peaked at $487K in Q2 2023.
164 funds tracked by Wall St. Rank held Surgery Partners as of Q3 2023.

Based on Oppenheimer & Co's 13F filing for Q3 2023, filed 8 Nov 2023.