UBS O'Connor’s Surgery Partners SGRY Stock Holding History

UBS O'Connor’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
2019 Q4	–	Sell	-175,000	Closed	-$1.29M	–	355
2019 Q3	$1.29M	Buy	+175,000	New	+$1.25M	0.04%	194

Other funds holding SGRY

BCI

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

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

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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

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

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

KSCM

King Street Capital Management New York $328M AUM 0.61% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

ECP

Elk Creek Partners Denver, Colorado $582M AUM 10.23% 1-Year Est. Return

UBS O'Connor's SGRY Position: Q4 2019 in Review

UBS O'Connor sold out of Surgery Partners (SGRY) in Q4 2019, closing a stake of 175,000 shares — an estimated $1.29M sold.

UBS O'Connor first reported a position in SGRY in Q3 2019 and held it in 1 quarter. The position peaked at $1.29M in Q3 2019. 98 funds tracked by Wall St. Rank hold SGRY as of Q4 2019.

UBS O'Connor reported no remaining Surgery Partners position as of Q4 2019 after selling out during the quarter.
UBS O'Connor sold 175,000 Surgery Partners shares in Q4 2019, an estimated $1.29M.
UBS O'Connor first reported a position in Surgery Partners in Q3 2019 and held it in 1 quarter.
UBS O'Connor's Surgery Partners position peaked at $1.29M in Q3 2019.
98 funds tracked by Wall St. Rank held Surgery Partners as of Q4 2019.

Based on UBS O'Connor's 13F filing for Q4 2019, filed 14 Feb 2020.