Valeo Financial Advisors’s Surgery Partners SGRY Stock Holding History

Valeo Financial Advisors’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
2020 Q3	–	Sell	-740	Closed	-$9K	–	2063
2020 Q2	$9K	Hold	740	–	–	﹤0.01%	1330
2020 Q1	$6K	Hold	740	–	–	﹤0.01%	1266
2019 Q4	$12K	Hold	740	–	–	﹤0.01%	1067
2019 Q3	$5K	Hold	740	–	–	﹤0.01%	1206
2019 Q2	$6K	Hold	740	–	–	﹤0.01%	1170
2019 Q1	$8K	Buy	740 +48	+7%	+$604	﹤0.01%	1039
2018 Q4	$7K	Sell	692 -42	-6%	-$564	﹤0.01%	989
2018 Q3	$10K	Hold	734	–	–	﹤0.01%	976
2018 Q2	$13K	Buy	734 +678	+1,211%	+$11.4K	﹤0.01%	885
2018 Q1	$1K	Hold	56	–	–	﹤0.01%	1464
2017 Q4	$1K	Hold	56	–	–	﹤0.01%	1312
2017 Q3	$1K	Buy	+56	New	+$801	﹤0.01%	1125

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

KSCM

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

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

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

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

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

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

ITP

Iron Triangle Partners Cos Cob, Connecticut $875M AUM 49.85% 1-Year Est. Return

Polar Capital London, United Kingdom $13.5B AUM 55.9% 1-Year Est. Return

Valeo Financial Advisors's SGRY Position: Q3 2020 in Review

Valeo Financial Advisors sold out of Surgery Partners (SGRY) in Q3 2020, closing a stake of 740 shares — an estimated $9K sold.

Valeo Financial Advisors first reported a position in SGRY in Q3 2017 and held it in 12 quarters. The position peaked at $13K in Q2 2018. 98 funds tracked by Wall St. Rank hold SGRY as of Q3 2020.

Valeo Financial Advisors reported no remaining Surgery Partners position as of Q3 2020 after selling out during the quarter.
Valeo Financial Advisors sold 740 Surgery Partners shares in Q3 2020, an estimated $9K.
Valeo Financial Advisors first reported a position in Surgery Partners in Q3 2017 and held it in 12 quarters.
Valeo Financial Advisors's Surgery Partners position peaked at $13K in Q2 2018.
98 funds tracked by Wall St. Rank held Surgery Partners as of Q3 2020.

Based on Valeo Financial Advisors's 13F filing for Q3 2020, filed 28 Oct 2020.