Pictet Asset Management (Switzerland)’s Surgery Partners SGRY Stock Holding History

Pictet Asset Management (Switzerland)’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	$298K	Sell	6,631 -1,401	-17%	-$53.5K	﹤0.01%	1508
2023 Q1	$277K	Hold	8,032	–	–	﹤0.01%	1544
2022 Q4	$224K	Buy	+8,032	New	+$213K	﹤0.01%	1666
2022 Q1	–	Sell	-18,296	Closed	-$977K	–	1739
2021 Q4	$977K	Buy	+18,296	New	+$849K	﹤0.01%	1083

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 $6.73T AUM 46.02% 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

Pictet Asset Management (Switzerland)'s SGRY Position: Q2 2023 in Review

Pictet Asset Management (Switzerland) reduced its Surgery Partners (SGRY) stake by 17% in Q2 2023, selling an estimated $53.5K and leaving 6,631 shares worth $298K. The position accounts for ﹤0.01% of the portfolio, ranked #1508.

Pictet Asset Management (Switzerland) first reported a position in SGRY in Q4 2021 and has held it in 4 quarters since. The position peaked at $977K in Q4 2021. 168 funds tracked by Wall St. Rank hold SGRY as of Q2 2023.

Pictet Asset Management (Switzerland) held 6,631 shares of Surgery Partners worth $298K as of Q2 2023.
Pictet Asset Management (Switzerland) sold 1,401 Surgery Partners shares in Q2 2023, an estimated $53.5K.
Surgery Partners made up ﹤0.01% of Pictet Asset Management (Switzerland)'s portfolio in Q2 2023, its #1508 holding.
Pictet Asset Management (Switzerland) first reported a position in Surgery Partners in Q4 2021 and has held it in 4 quarters since.
Pictet Asset Management (Switzerland)'s Surgery Partners position peaked at $977K in Q4 2021.
168 funds tracked by Wall St. Rank held Surgery Partners as of Q2 2023.

Based on Pictet Asset Management (Switzerland)'s 13F filing for Q2 2023, filed 10 Aug 2023.