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Riverview Trust Company’s Surgery Partners SGRY Stock Holding History

Riverview Trust Company’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
Q4 		– Sell
-16
Closed -$516 – 898
2024
Q3 		$516 Buy
+16
New +$473 ﹤0.01% 784
2022
Q3 		– Sell
-347
Closed -$10K – 867
2022
Q2 		$10K Buy
+347
New +$15.2K 0.01% 692

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
KSCM
King Street Capital Management New York $328M AUM 0.61% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Riverview Trust Company's SGRY Position: Q4 2024 in Review

Riverview Trust Company sold out of Surgery Partners (SGRY) in Q4 2024, closing a stake of 16 shares — an estimated $516 sold.

Riverview Trust Company first reported a position in SGRY in Q2 2022 and held it in 2 quarters. The position peaked at $10K in Q2 2022. 182 funds tracked by Wall St. Rank hold SGRY as of Q4 2024.

  • Riverview Trust Company reported no remaining Surgery Partners position as of Q4 2024 after selling out during the quarter.
  • Riverview Trust Company sold 16 Surgery Partners shares in Q4 2024, an estimated $516.
  • Riverview Trust Company first reported a position in Surgery Partners in Q2 2022 and held it in 2 quarters.
  • Riverview Trust Company's Surgery Partners position peaked at $10K in Q2 2022.
  • 182 funds tracked by Wall St. Rank held Surgery Partners as of Q4 2024.

Based on Riverview Trust Company's 13F filing for Q4 2024, filed 6 Feb 2025.