Park Avenue Institutional Advisers’s Surgery Partners SGRY Stock Holding History

Park Avenue Institutional Advisers’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	-10,329	Closed	-$356K	–	8
2023 Q1	$356K	Hold	10,329	–	–	0.48%	4
2022 Q4	$242K	Hold	10,329	–	–	0.32%	7
2022 Q3	$242K	Hold	10,329	–	–	0.31%	7
2022 Q2	$299K	Hold	10,329	–	–	0.42%	4
2022 Q1	$569K	Hold	10,329	–	–	0.48%	6
2021 Q4	$470K	Hold	10,329	–	–	0.47%	6
2021 Q3	$437K	Buy	10,329 +6,930	+204%	+$354K	0.44%	8
2021 Q2	$226K	Buy	+3,399	New	+$185K	2.09%	7
2020 Q3	–	Sell	-45,000	Closed	-$520K	–	9
2020 Q2	$520K	Buy	+45,000	New	+$493K	17.02%	3

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

Park Avenue Institutional Advisers's SGRY Position: Q2 2023 in Review

Park Avenue Institutional Advisers sold out of Surgery Partners (SGRY) in Q2 2023, closing a stake of 10,329 shares — an estimated $356K sold.

Park Avenue Institutional Advisers first reported a position in SGRY in Q2 2020 and held it in 9 quarters. The position peaked at $569K in Q1 2022. 168 funds tracked by Wall St. Rank hold SGRY as of Q2 2023.

Park Avenue Institutional Advisers reported no remaining Surgery Partners position as of Q2 2023 after selling out during the quarter.
Park Avenue Institutional Advisers sold 10,329 Surgery Partners shares in Q2 2023, an estimated $356K.
Park Avenue Institutional Advisers first reported a position in Surgery Partners in Q2 2020 and held it in 9 quarters.
Park Avenue Institutional Advisers's Surgery Partners position peaked at $569K in Q1 2022.
168 funds tracked by Wall St. Rank held Surgery Partners as of Q2 2023.

Based on Park Avenue Institutional Advisers's 13F filing for Q2 2023, filed 9 Aug 2023.