UBS Group
SRGA

UBS Group’s Surgalign Holdings, Inc. Common Stock SRGA Stock Holding History

UBS Group’s Portfolio SRGA Stock Details SRGA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-49,909
Closed -$9.13K – 10384
2023
Q2 		$9.13K Buy
49,909
+48,040
+2,570% +$46.1K ﹤0.01% 7193
2023
Q1 		$2.99K Sell
1,869
-767
-29% -$1.56K ﹤0.01% 8404
2022
Q4 		$5.25K Buy
2,636
+1,297
+97% +$3.2K ﹤0.01% 9202
2022
Q3 		$4K Sell
1,339
-22,103
-94% -$84.4K ﹤0.01% 9496
2022
Q2 		$80K Buy
23,442
+16,702
+248% +$92.1K ﹤0.01% 5592
2022
Q1 		$62K Sell
6,740
-649
-9% -$9.86K ﹤0.01% 6288
2021
Q4 		$159K Sell
7,389
-16,549
-69% -$443K ﹤0.01% 5893
2021
Q3 		$783K Buy
23,938
+14,291
+148% +$523K ﹤0.01% 4391
2021
Q2 		$402K Buy
9,647
+1,767
+22% +$90.5K ﹤0.01% 4886
2021
Q1 		$516K Buy
7,880
+3,090
+65% +$216K ﹤0.01% 4841
2020
Q4 		$315K Buy
4,790
+1,129
+31% +$73.6K ﹤0.01% 4936
2020
Q3 		$199K Sell
3,661
-798
-18% -$61K ﹤0.01% 4800
2020
Q2 		$425K Sell
4,459
-313
-7% -$23.3K ﹤0.01% 4280
2020
Q1 		$245K Sell
4,772
-1,764
-27% -$184K ﹤0.01% 4568
2019
Q4 		$537K Buy
6,536
+932
+17% +$65.3K ﹤0.01% 4782
2019
Q3 		$479K Buy
5,604
+1,150
+26% +$123K ﹤0.01% 4605
2019
Q2 		$568K Buy
4,454
+328
+8% +$47.2K ﹤0.01% 4198
2019
Q1 		$744K Sell
4,126
-749
-15% -$108K ﹤0.01% 3782
2018
Q4 		$541K Buy
4,875
+467
+11% +$60.8K ﹤0.01% 4205
2018
Q3 		$595K Buy
4,408
+412
+10% +$56.8K ﹤0.01% 4292
2018
Q2 		$551K Buy
3,996
+235
+6% +$32.3K ﹤0.01% 4245
2018
Q1 		$519K Sell
3,761
-205
-5% -$27.9K ﹤0.01% 4172
2017
Q4 		$488K Buy
3,966
+112
+3% +$15.4K ﹤0.01% 4310
2017
Q3 		$526K Buy
3,854
+172
+5% +$26K ﹤0.01% 4178
2017
Q2 		$646K Buy
3,682
+952
+35% +$135K ﹤0.01% 3937
2017
Q1 		$327K Sell
2,730
-33
-1% -$3.43K ﹤0.01% 4326
2016
Q4 		$269K Buy
2,763
+186
+7% +$17K ﹤0.01% 4577
2016
Q3 		$242K Buy
2,577
+290
+13% +$29.1K ﹤0.01% 4420
2016
Q2 		$246K Buy
2,287
+70
+3% +$8.2K ﹤0.01% 4415
2016
Q1 		$266K Buy
2,217
+5
+0.2% +$525 ﹤0.01% 4288
2015
Q4 		$264K Buy
2,212
+516
+30% +$66.6K ﹤0.01% 4464
2015
Q3 		$289K Buy
1,696
+25
+1% +$4.79K ﹤0.01% 4345
2015
Q2 		$324K Buy
1,671
+33
+2% +$6.13K ﹤0.01% 4454
2015
Q1 		$243K Buy
1,638
+580
+55% +$88.3K ﹤0.01% 4723
2014
Q4 		$165K Buy
+1,058
New +$152K ﹤0.01% 5226

Other funds holding SRGA

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
BBA
Baader Bank Aktiengesellschaft Unterschleissheim, Germany $1.28B AUM 38.1% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
WWP
WR Wealth Planners Columbia, Missouri $311M AUM 18.22% 1-Year Est. Return

UBS Group's SRGA Position: Q3 2023 in Review

UBS Group sold out of Surgalign Holdings, Inc. Common Stock (SRGA) in Q3 2023, closing a stake of 49,909 shares — an estimated $9.13K sold.

UBS Group first reported a position in SRGA in Q4 2014 and held it in 35 quarters. The position peaked at $783K in Q3 2021. 4 funds tracked by Wall St. Rank hold SRGA as of Q3 2023.

  • UBS Group reported no remaining Surgalign Holdings, Inc. Common Stock position as of Q3 2023 after selling out during the quarter.
  • UBS Group sold 49,909 Surgalign Holdings, Inc. Common Stock shares in Q3 2023, an estimated $9.13K.
  • UBS Group first reported a position in Surgalign Holdings, Inc. Common Stock in Q4 2014 and held it in 35 quarters.
  • UBS Group's Surgalign Holdings, Inc. Common Stock position peaked at $783K in Q3 2021.
  • 4 funds tracked by Wall St. Rank held Surgalign Holdings, Inc. Common Stock as of Q3 2023.

Based on UBS Group's 13F filing for Q3 2023, filed 9 Nov 2023.