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PEAK6 Investments’s Surgery Partners SGRY Stock Holding History

PEAK6 Investments’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
2024
Q3 		$64.5K Sell
2,000
-1,700
-46% -$50.2K ﹤0.01% 3072
2024
Q2 		$88K Sell
3,700
-100
-3% -$2.57K ﹤0.01% 3059
2024
Q1 		$113K Buy
3,800
+3,100
+443% +$97K ﹤0.01% 3329
2023
Q4 		$22.4K Buy
+700
New +$20.3K ﹤0.01% 3882
2023
Q3 		– Sell
-2,400
Closed -$108K – 4520
2023
Q2 		$108K Buy
+2,400
New +$91.6K ﹤0.01% 3205
2022
Q3 		– Sell
-2,400
Closed -$108K – 5985
2022
Q2 		$108K Sell
2,400
-9,200
-79% -$402K ﹤0.01% 5205
2022
Q1 		$639K Sell
11,600
-16,300
-58% -$806K ﹤0.01% 2910
2021
Q4 		$1.49M Buy
27,900
+21,800
+357% +$1.01M ﹤0.01% 2179
2021
Q3 		$258K Sell
6,100
-11,200
-65% -$572K ﹤0.01% 3797
2021
Q2 		$1.15M Buy
+17,300
New +$939K ﹤0.01% 2428
2020
Q4 		– Sell
-10,900
Closed -$239K – 5095
2020
Q3 		$239K Buy
+10,900
New +$194K ﹤0.01% 3389

Other funds holding SGRY

BCI
Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PEAK6 Investments's SGRY Position: Q3 2024 in Review

PEAK6 Investments reduced its Surgery Partners (SGRY) stake by 88% in Q3 2024, selling an estimated $83K and leaving 400 shares worth $12.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3226.

PEAK6 Investments first reported a position in SGRY in Q2 2019 and has held it in 6 quarters since. The position peaked at $176K in Q2 2023. 183 funds tracked by Wall St. Rank hold SGRY as of Q3 2024.

  • PEAK6 Investments held 400 shares of Surgery Partners worth $12.9K as of Q3 2024.
  • PEAK6 Investments sold 2,810 Surgery Partners shares in Q3 2024, an estimated $83K.
  • Surgery Partners made up ﹤0.01% of PEAK6 Investments's portfolio in Q3 2024, its #3226 holding.
  • PEAK6 Investments first reported a position in Surgery Partners in Q2 2019 and has held it in 6 quarters since.
  • PEAK6 Investments's Surgery Partners position peaked at $176K in Q2 2023.
  • 183 funds tracked by Wall St. Rank held Surgery Partners as of Q3 2024.

Based on PEAK6 Investments's 13F filing for Q3 2024, filed 14 Nov 2024.