SCM
SGRY icon

Stonerise Capital Management’s Surgery Partners SGRY Stock Holding History

Stonerise Capital 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
2017
Q1 		– Sell
-233,489
Closed -$3.7M – 10
2016
Q4 		$3.7M Sell
233,489
-380,211
-62% -$6.32M 4.22% 9
2016
Q3 		$12.4M Sell
613,700
-36,300
-6% -$667K 9.09% 5
2016
Q2 		$11.6M Buy
650,000
+250,000
+63% +$3.72M 6.65% 7
2016
Q1 		$5.3M Buy
+400,000
New +$6.18M 3.33% 9

Other funds holding SGRY

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 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
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
NIPH
NN Investment Partners Holdings The Hague, Netherlands $18.6B AUM 18.31% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Stonerise Capital Management's SGRY Position: Q1 2017 in Review

Stonerise Capital Management sold out of Surgery Partners (SGRY) in Q1 2017, closing a stake of 233,489 shares — an estimated $3.7M sold.

Stonerise Capital Management first reported a position in SGRY in Q1 2016 and held it in 4 quarters. The position peaked at $12.4M in Q3 2016. 86 funds tracked by Wall St. Rank hold SGRY as of Q1 2017.

  • Stonerise Capital Management reported no remaining Surgery Partners position as of Q1 2017 after selling out during the quarter.
  • Stonerise Capital Management sold 233,489 Surgery Partners shares in Q1 2017, an estimated $3.7M.
  • Stonerise Capital Management first reported a position in Surgery Partners in Q1 2016 and held it in 4 quarters.
  • Stonerise Capital Management's Surgery Partners position peaked at $12.4M in Q3 2016.
  • 86 funds tracked by Wall St. Rank held Surgery Partners as of Q1 2017.

Based on Stonerise Capital Management's 13F filing for Q1 2017, filed 15 May 2017.