R.H. Bluestein & Co’s Surgery Partners SGRY Stock Holding History

R.H. Bluestein & Co’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
2020 Q3	–	Sell	-10,000	Closed	-$116K	–	365
2020 Q2	$116K	Buy	+10,000	New	+$110K	0.01%	329

Other funds holding SGRY

BCI

Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

KSCM

King Street Capital Management New York $328M AUM 0.61% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

ITP

Iron Triangle Partners Cos Cob, Connecticut $875M AUM 49.85% 1-Year Est. Return

Polar Capital London, United Kingdom $13.5B AUM 55.9% 1-Year Est. Return

R.H. Bluestein & Co's SGRY Position: Q3 2020 in Review

R.H. Bluestein & Co sold out of Surgery Partners (SGRY) in Q3 2020, closing a stake of 10,000 shares — an estimated $116K sold.

R.H. Bluestein & Co first reported a position in SGRY in Q2 2020 and held it in 1 quarter. The position peaked at $116K in Q2 2020. 98 funds tracked by Wall St. Rank hold SGRY as of Q3 2020.

R.H. Bluestein & Co reported no remaining Surgery Partners position as of Q3 2020 after selling out during the quarter.
R.H. Bluestein & Co sold 10,000 Surgery Partners shares in Q3 2020, an estimated $116K.
R.H. Bluestein & Co first reported a position in Surgery Partners in Q2 2020 and held it in 1 quarter.
R.H. Bluestein & Co's Surgery Partners position peaked at $116K in Q2 2020.
98 funds tracked by Wall St. Rank held Surgery Partners as of Q3 2020.

Based on R.H. Bluestein & Co's 13F filing for Q3 2020, filed 12 Nov 2020.