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Salem Investment Counselors’s Surgery Partners SGRY Stock Holding History

Salem Investment Counselors’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
Q4 		– Sell
-500
Closed -$14.6K – 1146
2023
Q3 		$14.6K Sell
500
-3,850
-89% -$138K ﹤0.01% 726
2023
Q2 		$196K Hold
4,350
– – 0.01% 331
2023
Q1 		$150K Sell
4,350
-975
-18% -$31.7K 0.01% 373
2022
Q4 		$148K Buy
+5,325
New +$141K 0.01% 366

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
JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

Salem Investment Counselors's SGRY Position: Q4 2023 in Review

Salem Investment Counselors sold out of Surgery Partners (SGRY) in Q4 2023, closing a stake of 500 shares — an estimated $14.6K sold.

Salem Investment Counselors first reported a position in SGRY in Q4 2022 and held it in 4 quarters. The position peaked at $196K in Q2 2023. 174 funds tracked by Wall St. Rank hold SGRY as of Q4 2023.

  • Salem Investment Counselors reported no remaining Surgery Partners position as of Q4 2023 after selling out during the quarter.
  • Salem Investment Counselors sold 500 Surgery Partners shares in Q4 2023, an estimated $14.6K.
  • Salem Investment Counselors first reported a position in Surgery Partners in Q4 2022 and held it in 4 quarters.
  • Salem Investment Counselors's Surgery Partners position peaked at $196K in Q2 2023.
  • 174 funds tracked by Wall St. Rank held Surgery Partners as of Q4 2023.

Based on Salem Investment Counselors's 13F filing for Q4 2023, filed 16 Jan 2024.