Paloma Partners’s Surgery Partners SGRY Stock Holding History

Paloma Partners’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	-5,666	Closed	-$240K	–	2082
2021 Q3	$240K	Buy	+5,666	New	+$289K	0.01%	799
2019 Q4	–	Sell	-12,618	Closed	-$93K	–	2455
2019 Q3	$93K	Buy	+12,618	New	+$90.3K	﹤0.01%	1846

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Paloma Partners's SGRY Position: Q4 2021 in Review

Paloma Partners sold out of Surgery Partners (SGRY) in Q4 2021, closing a stake of 5,666 shares — an estimated $240K sold.

Paloma Partners first reported a position in SGRY in Q3 2019 and held it in 2 quarters. The position peaked at $240K in Q3 2021. 137 funds tracked by Wall St. Rank hold SGRY as of Q4 2021.

Paloma Partners reported no remaining Surgery Partners position as of Q4 2021 after selling out during the quarter.
Paloma Partners sold 5,666 Surgery Partners shares in Q4 2021, an estimated $240K.
Paloma Partners first reported a position in Surgery Partners in Q3 2019 and held it in 2 quarters.
Paloma Partners's Surgery Partners position peaked at $240K in Q3 2021.
137 funds tracked by Wall St. Rank held Surgery Partners as of Q4 2021.

Based on Paloma Partners's 13F filing for Q4 2021, filed 14 Feb 2022.