Truist Financial
SGRY icon

Truist Financial’s Surgery Partners SGRY Stock Holding History

Truist Financial’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
Q2 		– Sell
-5,807
Closed -$200K – 2664
2023
Q1 		$200K Sell
5,807
-2,009
-26% -$65.2K ﹤0.01% 2432
2022
Q4 		$218K Buy
+7,816
New +$207K ﹤0.01% 2386
2022
Q3 		– Sell
-8,830
Closed -$255K – 2660
2022
Q2 		$255K Sell
8,830
-17,247
-66% -$754K ﹤0.01% 2316
2022
Q1 		$1.44M Sell
26,077
-982
-4% -$48.6K ﹤0.01% 1444
2021
Q4 		$1.45M Sell
27,059
-75
-0.3% -$3.48K ﹤0.01% 1448
2021
Q3 		$1.15M Sell
27,134
-12,053
-31% -$615K ﹤0.01% 1523
2021
Q2 		$2.61M Sell
39,187
-36,531
-48% -$1.98M ﹤0.01% 1152
2021
Q1 		$3.35M Sell
75,718
-6,238
-8% -$232K 0.01% 1008
2020
Q4 		$2.38M Sell
81,956
-1,000
-1% -$24.9K ﹤0.01% 1097
2020
Q3 		$1.82M Buy
82,956
+20,912
+34% +$372K ﹤0.01% 1108
2020
Q2 		$718K Buy
62,044
+32,044
+107% +$351K ﹤0.01% 1435
2020
Q1 		$196K Hold
30,000
– – ﹤0.01% 2130
2019
Q4 		$470K Buy
+30,000
New +$340K ﹤0.01% 1905

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Truist Financial's SGRY Position: Q2 2023 in Review

Truist Financial sold out of Surgery Partners (SGRY) in Q2 2023, closing a stake of 5,807 shares — an estimated $200K sold.

Truist Financial first reported a position in SGRY in Q4 2019 and held it in 13 quarters. The position peaked at $3.35M in Q1 2021. 168 funds tracked by Wall St. Rank hold SGRY as of Q2 2023.

  • Truist Financial reported no remaining Surgery Partners position as of Q2 2023 after selling out during the quarter.
  • Truist Financial sold 5,807 Surgery Partners shares in Q2 2023, an estimated $200K.
  • Truist Financial first reported a position in Surgery Partners in Q4 2019 and held it in 13 quarters.
  • Truist Financial's Surgery Partners position peaked at $3.35M in Q1 2021.
  • 168 funds tracked by Wall St. Rank held Surgery Partners as of Q2 2023.

Based on Truist Financial's 13F filing for Q2 2023, filed 1 Aug 2023.