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Vaughan Nelson Investment Management’s Surgery Partners SGRY Stock Holding History

Vaughan Nelson Investment Management’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
2017
Q1 		– Sell
-855,850
Closed -$13.6M – 186
2016
Q4 		$13.6M Sell
855,850
-1,402,925
-62% -$23.3M 0.16% 147
2016
Q3 		$45.7M Sell
2,258,775
-494,075
-18% -$9.07M 0.54% 82
2016
Q2 		$49.3M Buy
2,752,850
+543,100
+25% +$8.08M 0.62% 72
2016
Q1 		$29.3M Buy
2,209,750
+38,900
+2% +$601K 0.37% 114
2015
Q4 		$44.5M Buy
+2,170,850
New +$41.5M 0.57% 85

Other funds holding SGRY

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
NIPH
NN Investment Partners Holdings The Hague, Netherlands $18.6B AUM 18.31% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Vaughan Nelson Investment Management's SGRY Position: Q1 2017 in Review

Vaughan Nelson Investment Management sold out of Surgery Partners (SGRY) in Q1 2017, closing a stake of 855,850 shares — an estimated $13.6M sold.

Vaughan Nelson Investment Management first reported a position in SGRY in Q4 2015 and held it in 5 quarters. The position peaked at $49.3M in Q2 2016. 86 funds tracked by Wall St. Rank hold SGRY as of Q1 2017.

  • Vaughan Nelson Investment Management reported no remaining Surgery Partners position as of Q1 2017 after selling out during the quarter.
  • Vaughan Nelson Investment Management sold 855,850 Surgery Partners shares in Q1 2017, an estimated $13.6M.
  • Vaughan Nelson Investment Management first reported a position in Surgery Partners in Q4 2015 and held it in 5 quarters.
  • Vaughan Nelson Investment Management's Surgery Partners position peaked at $49.3M in Q2 2016.
  • 86 funds tracked by Wall St. Rank held Surgery Partners as of Q1 2017.

Based on Vaughan Nelson Investment Management's 13F filing for Q1 2017, filed 15 May 2017.