Steward Financial Group’s Surgery Partners SGRY Stock Holding History

Steward Financial 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
2023 Q3	$0	Buy	+33	New	+$1.19K	﹤0.01%	1539
2023 Q2	–	Sell	-33	Closed	-$1K	–	914
2023 Q1	$1K	Buy	33 +21	+175%	+$682	﹤0.01%	656
2022 Q4	$0	Buy	+12	New	+$318	﹤0.01%	779
2022 Q3	–	Sell	-13	Closed	–	–	1105
2022 Q2	$0	Buy	+13	New	+$568	﹤0.01%	1322

Other funds holding SGRY

BCI

Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Steward Financial Group's SGRY Position: Q3 2023 in Review

Steward Financial Group opened a new position in Surgery Partners (SGRY) in Q3 2023: 33 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1539 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in SGRY as recently as Q1 2023.

Steward Financial Group first reported a position in SGRY in Q2 2022 and has held it in 4 quarters since. The position peaked at $1K in Q1 2023. 164 funds tracked by Wall St. Rank hold SGRY as of Q3 2023.

Steward Financial Group held 33 shares of Surgery Partners worth $0 as of Q3 2023.
Surgery Partners was a new Steward Financial Group position in Q3 2023.
Surgery Partners made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1539 holding.
Steward Financial Group first reported a position in Surgery Partners in Q2 2022 and has held it in 4 quarters since.
Steward Financial Group's Surgery Partners position peaked at $1K in Q1 2023.
164 funds tracked by Wall St. Rank held Surgery Partners as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.