PDT Partners’s Surgery Partners SGRY Stock Holding History

PDT 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	-12,350	Closed	-$523K	–	1002
2021 Q3	$523K	Buy	+12,350	New	+$630K	0.04%	469

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

PDT Partners's SGRY Position: Q4 2021 in Review

PDT Partners sold out of Surgery Partners (SGRY) in Q4 2021, closing a stake of 12,350 shares — an estimated $523K sold.

PDT Partners first reported a position in SGRY in Q3 2021 and held it in 1 quarter. The position peaked at $523K in Q3 2021. 137 funds tracked by Wall St. Rank hold SGRY as of Q4 2021.

PDT Partners reported no remaining Surgery Partners position as of Q4 2021 after selling out during the quarter.
PDT Partners sold 12,350 Surgery Partners shares in Q4 2021, an estimated $523K.
PDT Partners first reported a position in Surgery Partners in Q3 2021 and held it in 1 quarter.
PDT Partners's Surgery Partners position peaked at $523K in Q3 2021.
137 funds tracked by Wall St. Rank held Surgery Partners as of Q4 2021.

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