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Premier Fund Managers’s Surgery Partners SGRY Stock Holding History

Premier Fund Managers’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
Q1 		– Sell
-13,961
Closed -$449K – 228
2023
Q4 		$449K Hold
13,961
– – 0.02% 165
2023
Q3 		$409K Sell
13,961
-8,533
-38% -$307K 0.02% 162
2023
Q2 		$1.01M Buy
+22,494
New +$858K 0.04% 146

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ClearBridge Investments
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
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Premier Fund Managers's SGRY Position: Q1 2024 in Review

Premier Fund Managers sold out of Surgery Partners (SGRY) in Q1 2024, closing a stake of 13,961 shares — an estimated $449K sold.

Premier Fund Managers first reported a position in SGRY in Q2 2023 and held it in 3 quarters. The position peaked at $1.01M in Q2 2023. 180 funds tracked by Wall St. Rank hold SGRY as of Q1 2024.

  • Premier Fund Managers reported no remaining Surgery Partners position as of Q1 2024 after selling out during the quarter.
  • Premier Fund Managers sold 13,961 Surgery Partners shares in Q1 2024, an estimated $449K.
  • Premier Fund Managers first reported a position in Surgery Partners in Q2 2023 and held it in 3 quarters.
  • Premier Fund Managers's Surgery Partners position peaked at $1.01M in Q2 2023.
  • 180 funds tracked by Wall St. Rank held Surgery Partners as of Q1 2024.

Based on Premier Fund Managers's 13F filing for Q1 2024, filed 13 May 2024.