QT
SGRY icon

Quantbot Technologies’s Surgery Partners SGRY Stock Holding History

Quantbot Technologies’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 		– Sell
-7,684
Closed -$183K – 1795
2024
Q2 		$183K Buy
7,684
+3,685
+92% +$94.6K 0.01% 994
2024
Q1 		$119K Sell
3,999
-4,273
-52% -$134K 0.01% 1131
2023
Q4 		$265K Sell
8,272
-31,646
-79% -$918K 0.02% 928
2023
Q3 		$1.17M Buy
+39,918
New +$1.44M 0.08% 358
2023
Q1 		– Sell
-17,923
Closed -$499K – 2009
2022
Q4 		$499K Buy
+17,923
New +$475K 0.04% 569
2022
Q3 		– Sell
-4,308
Closed -$124K – 2038
2022
Q2 		$124K Buy
+4,308
New +$188K 0.01% 1080
2021
Q4 		– Sell
-12,248
Closed -$518K – 1870
2021
Q3 		$518K Buy
+12,248
New +$625K 0.04% 593
2021
Q1 		– Sell
-138
Closed -$4K – 1727
2020
Q4 		$4K Buy
+138
New +$3.43K ﹤0.01% 1180
2020
Q3 		– Sell
-640
Closed -$7K – 1602
2020
Q2 		$7K Buy
+640
New +$7.01K ﹤0.01% 971
2019
Q3 		– Sell
-2,300
Closed -$18K – 1542
2019
Q2 		$18K Buy
+2,300
New +$22.9K ﹤0.01% 1050
2018
Q4 		– Sell
-1,896
Closed -$31K – 1371
2018
Q3 		$31K Sell
1,896
-139
-7% -$2.22K ﹤0.01% 1101
2018
Q2 		$30K Buy
2,035
+1,603
+371% +$26.9K ﹤0.01% 1048
2018
Q1 		$7K Sell
432
-4,059
-90% -$63.2K ﹤0.01% 1131
2017
Q4 		$54K Buy
4,491
+2,146
+92% +$20.5K 0.01% 965
2017
Q3 		$24K Buy
+2,345
New +$33.5K ﹤0.01% 1042

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

Quantbot Technologies's SGRY Position: Q3 2024 in Review

Quantbot Technologies sold out of Surgery Partners (SGRY) in Q3 2024, closing a stake of 7,684 shares — an estimated $183K sold.

Quantbot Technologies first reported a position in SGRY in Q3 2017 and held it in 15 quarters. The position peaked at $1.17M in Q3 2023. 183 funds tracked by Wall St. Rank hold SGRY as of Q3 2024.

  • Quantbot Technologies reported no remaining Surgery Partners position as of Q3 2024 after selling out during the quarter.
  • Quantbot Technologies sold 7,684 Surgery Partners shares in Q3 2024, an estimated $183K.
  • Quantbot Technologies first reported a position in Surgery Partners in Q3 2017 and held it in 15 quarters.
  • Quantbot Technologies's Surgery Partners position peaked at $1.17M in Q3 2023.
  • 183 funds tracked by Wall St. Rank held Surgery Partners as of Q3 2024.

Based on Quantbot Technologies's 13F filing for Q3 2024, filed 13 Nov 2024.