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Palisade Capital Management’s Surgery Partners SGRY Stock Holding History

Palisade Capital Management’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
2016
Q1 		– Sell
-25,400
Closed -$520K – 547
2015
Q4 		$520K Buy
+25,400
New +$485K 0.02% 466

Other funds holding SGRY

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Palisade Capital Management's SGRY Position: Q1 2016 in Review

Palisade Capital Management sold out of Surgery Partners (SGRY) in Q1 2016, closing a stake of 25,400 shares — an estimated $520K sold.

Palisade Capital Management first reported a position in SGRY in Q4 2015 and held it in 1 quarter. The position peaked at $520K in Q4 2015. 63 funds tracked by Wall St. Rank hold SGRY as of Q1 2016.

  • Palisade Capital Management reported no remaining Surgery Partners position as of Q1 2016 after selling out during the quarter.
  • Palisade Capital Management sold 25,400 Surgery Partners shares in Q1 2016, an estimated $520K.
  • Palisade Capital Management first reported a position in Surgery Partners in Q4 2015 and held it in 1 quarter.
  • Palisade Capital Management's Surgery Partners position peaked at $520K in Q4 2015.
  • 63 funds tracked by Wall St. Rank held Surgery Partners as of Q1 2016.

Based on Palisade Capital Management's 13F filing for Q1 2016, filed 11 May 2016.