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Sandia Investment Management’s Surgery Partners SGRY Stock Holding History

Sandia Investment Management’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
Q1 		– Sell
-7,500
Closed -$209K – 257
2022
Q4 		$209K Buy
+7,500
New +$199K 0.04% 138

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
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
APM
Avidity Partners Management Dallas, Texas $936M AUM 195% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Sandia Investment Management's SGRY Position: Q1 2023 in Review

Sandia Investment Management sold out of Surgery Partners (SGRY) in Q1 2023, closing a stake of 7,500 shares — an estimated $209K sold.

Sandia Investment Management first reported a position in SGRY in Q4 2022 and held it in 1 quarter. The position peaked at $209K in Q4 2022. 151 funds tracked by Wall St. Rank hold SGRY as of Q1 2023.

  • Sandia Investment Management reported no remaining Surgery Partners position as of Q1 2023 after selling out during the quarter.
  • Sandia Investment Management sold 7,500 Surgery Partners shares in Q1 2023, an estimated $209K.
  • Sandia Investment Management first reported a position in Surgery Partners in Q4 2022 and held it in 1 quarter.
  • Sandia Investment Management's Surgery Partners position peaked at $209K in Q4 2022.
  • 151 funds tracked by Wall St. Rank held Surgery Partners as of Q1 2023.

Based on Sandia Investment Management's 13F filing for Q1 2023, filed 15 May 2023.