SIM
SGRY icon

Spark Investment Management’s Surgery Partners SGRY Stock Holding History

Spark 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
2020
Q2 		– Sell
-60,980
Closed -$398K – 236
2020
Q1 		$398K Hold
60,980
– – 0.21% 154
2019
Q4 		$954K Hold
60,980
– – 0.11% 252
2019
Q3 		$450K Sell
60,980
-16,120
-21% -$115K 0.06% 260
2019
Q2 		$627K Buy
77,100
+5,500
+8% +$54.8K 0.04% 351
2019
Q1 		$807K Sell
71,600
-21,900
-23% -$276K 0.04% 363
2018
Q4 		$915K Buy
+93,500
New +$1.25M 0.06% 329

Other funds holding SGRY

BCI
Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return
ClearBridge Investments
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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
CP
Centerbridge Partners New York $61.1M AUM 3.67% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Spark Investment Management's SGRY Position: Q2 2020 in Review

Spark Investment Management sold out of Surgery Partners (SGRY) in Q2 2020, closing a stake of 60,980 shares — an estimated $398K sold.

Spark Investment Management first reported a position in SGRY in Q4 2018 and held it in 6 quarters. The position peaked at $954K in Q4 2019. 98 funds tracked by Wall St. Rank hold SGRY as of Q2 2020.

  • Spark Investment Management reported no remaining Surgery Partners position as of Q2 2020 after selling out during the quarter.
  • Spark Investment Management sold 60,980 Surgery Partners shares in Q2 2020, an estimated $398K.
  • Spark Investment Management first reported a position in Surgery Partners in Q4 2018 and held it in 6 quarters.
  • Spark Investment Management's Surgery Partners position peaked at $954K in Q4 2019.
  • 98 funds tracked by Wall St. Rank held Surgery Partners as of Q2 2020.

Based on Spark Investment Management's 13F filing for Q2 2020, filed 12 Aug 2020.