Polar Capital Holdings’s Surgery Partners SGRY Stock Holding History

Polar Capital Holdings’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 Q1	–	Sell	-14,552	Closed	-$405K	–	322
2022 Q4	$405K	Sell	14,552 -538,466	-97%	-$14.3M	﹤0.01%	297
2022 Q3	$12.9K	Buy	553,018 +57,323	+12%	+$1.83M	0.08%	171
2022 Q2	$14.3K	Hold	495,695	–	–	0.08%	167
2022 Q1	$27.3K	Buy	495,695 +7,326	+2%	+$362K	0.12%	141
2021 Q4	$26.1K	Buy	488,369 +478,173	+4,690%	+$22.2M	0.1%	150
2021 Q3	$432	Sell	10,196 -693,821	-99%	-$35.4M	﹤0.01%	339
2021 Q2	$46.9K	Sell	704,017 -34,809	-5%	-$1.89M	0.2%	106
2021 Q1	$32.7M	Sell	738,826 -60,228	-8%	-$2.24M	0.2%	122
2020 Q4	$23.2M	Buy	+799,054	New	+$19.9M	0.14%	140

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

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

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

ClearBridge Investments New York $115B AUM 24.78% 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

APM

Avidity Partners Management Dallas, Texas $936M AUM 195% 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

Polar Capital Holdings's SGRY Position: Q1 2023 in Review

Polar Capital Holdings sold out of Surgery Partners (SGRY) in Q1 2023, closing a stake of 14,552 shares — an estimated $405K sold.

Polar Capital Holdings first reported a position in SGRY in Q4 2020 and held it in 9 quarters. The position peaked at $32.7M in Q1 2021. 151 funds tracked by Wall St. Rank hold SGRY as of Q1 2023.

Polar Capital Holdings reported no remaining Surgery Partners position as of Q1 2023 after selling out during the quarter.
Polar Capital Holdings sold 14,552 Surgery Partners shares in Q1 2023, an estimated $405K.
Polar Capital Holdings first reported a position in Surgery Partners in Q4 2020 and held it in 9 quarters.
Polar Capital Holdings's Surgery Partners position peaked at $32.7M in Q1 2021.
151 funds tracked by Wall St. Rank held Surgery Partners as of Q1 2023.

Based on Polar Capital Holdings's 13F filing for Q1 2023, filed 15 May 2023.