Panagora Asset Management’s Surgery Partners SGRY Stock Holding History

Panagora Asset 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
2023 Q2	–	Sell	-12,461	Closed	-$430K	–	1448
2023 Q1	$430K	Hold	12,461	–	–	﹤0.01%	1165
2022 Q4	$347K	Sell	12,461 -2,994	-19%	-$79.3K	﹤0.01%	1248
2022 Q3	$362K	Hold	15,455	–	–	﹤0.01%	1227
2022 Q2	$447K	Hold	15,455	–	–	﹤0.01%	1193
2022 Q1	$851K	Buy	+15,455	New	+$764K	﹤0.01%	1002
2021 Q3	–	Sell	-5,923	Closed	-$395K	–	2289
2021 Q2	$395K	Sell	5,923 -1,262	-18%	-$68.5K	﹤0.01%	1417
2021 Q1	$318K	Hold	7,185	–	–	﹤0.01%	1539
2020 Q4	$208K	Buy	+7,185	New	+$179K	﹤0.01%	1558
2017 Q3	–	Sell	-443	Closed	-$10K	–	2474
2017 Q2	$10K	Buy	+443	New	+$9.11K	﹤0.01%	2427

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

DCP

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

BlackRock New York $5.72T AUM 30.48% 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

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

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

Panagora Asset Management's SGRY Position: Q2 2023 in Review

Panagora Asset Management sold out of Surgery Partners (SGRY) in Q2 2023, closing a stake of 12,461 shares — an estimated $430K sold.

Panagora Asset Management first reported a position in SGRY in Q2 2017 and held it in 9 quarters. The position peaked at $851K in Q1 2022. 168 funds tracked by Wall St. Rank hold SGRY as of Q2 2023.

Panagora Asset Management reported no remaining Surgery Partners position as of Q2 2023 after selling out during the quarter.
Panagora Asset Management sold 12,461 Surgery Partners shares in Q2 2023, an estimated $430K.
Panagora Asset Management first reported a position in Surgery Partners in Q2 2017 and held it in 9 quarters.
Panagora Asset Management's Surgery Partners position peaked at $851K in Q1 2022.
168 funds tracked by Wall St. Rank held Surgery Partners as of Q2 2023.

Based on Panagora Asset Management's 13F filing for Q2 2023, filed 11 Aug 2023.