TwinBeech Capital’s Surgery Partners SGRY Stock Holding History

TwinBeech Capital’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
2024 Q3	–	Sell	-96,070	Closed	-$2.29M	–	866
2024 Q2	$2.29M	Buy	96,070 +43,495	+83%	+$1.12M	0.05%	316
2024 Q1	$1.57M	Sell	52,575 -185,436	-78%	-$5.8M	0.03%	372
2023 Q4	$7.61M	Buy	+238,011	New	+$6.91M	0.12%	208
2022 Q4	–	Sell	-25,746	Closed	-$602K	–	914
2022 Q3	$602K	Sell	25,746 -19,571	-43%	-$625K	0.02%	501
2022 Q2	$1.31M	Buy	45,317 +36,233	+399%	+$1.58M	0.06%	283
2022 Q1	$500K	Buy	+9,084	New	+$449K	0.02%	391
2021 Q4	–	Sell	-10,891	Closed	-$461K	–	781
2021 Q3	$461K	Buy	+10,891	New	+$556K	0.03%	442

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

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TwinBeech Capital's SGRY Position: Q3 2024 in Review

TwinBeech Capital sold out of Surgery Partners (SGRY) in Q3 2024, closing a stake of 96,070 shares — an estimated $2.29M sold.

TwinBeech Capital first reported a position in SGRY in Q3 2021 and held it in 7 quarters. The position peaked at $7.61M in Q4 2023. 183 funds tracked by Wall St. Rank hold SGRY as of Q3 2024.

TwinBeech Capital reported no remaining Surgery Partners position as of Q3 2024 after selling out during the quarter.
TwinBeech Capital sold 96,070 Surgery Partners shares in Q3 2024, an estimated $2.29M.
TwinBeech Capital first reported a position in Surgery Partners in Q3 2021 and held it in 7 quarters.
TwinBeech Capital's Surgery Partners position peaked at $7.61M in Q4 2023.
183 funds tracked by Wall St. Rank held Surgery Partners as of Q3 2024.

Based on TwinBeech Capital's 13F filing for Q3 2024, filed 14 Nov 2024.