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Sargent Investment Group’s Surgery Partners SGRY Stock Holding History

Sargent Investment Group’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
Q4 		– Sell
-13,300
Closed -$291K – 197
2020
Q3 		$291K Buy
+13,300
New +$236K 0.11% 131

Other funds holding SGRY

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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
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
ITP
Iron Triangle Partners Cos Cob, Connecticut $875M AUM 49.85% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $28.2B AUM 115.26% 1-Year Est. Return

Sargent Investment Group's SGRY Position: Q4 2020 in Review

Sargent Investment Group sold out of Surgery Partners (SGRY) in Q4 2020, closing a stake of 13,300 shares — an estimated $291K sold.

Sargent Investment Group first reported a position in SGRY in Q3 2020 and held it in 1 quarter. The position peaked at $291K in Q3 2020. 115 funds tracked by Wall St. Rank hold SGRY as of Q4 2020.

  • Sargent Investment Group reported no remaining Surgery Partners position as of Q4 2020 after selling out during the quarter.
  • Sargent Investment Group sold 13,300 Surgery Partners shares in Q4 2020, an estimated $291K.
  • Sargent Investment Group first reported a position in Surgery Partners in Q3 2020 and held it in 1 quarter.
  • Sargent Investment Group's Surgery Partners position peaked at $291K in Q3 2020.
  • 115 funds tracked by Wall St. Rank held Surgery Partners as of Q4 2020.

Based on Sargent Investment Group's 13F filing for Q4 2020, filed 10 Feb 2021.