Vaughan Nelson Investment Management’s Surgery Partners SGRY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-855,850
| Closed | -$13.6M | – | 186 |
|
|
2016
Q4 | $13.6M | Sell |
855,850
-1,402,925
| -62% | -$22.2M | 0.16% | 147 |
|
|
2016
Q3 | $45.7M | Sell |
2,258,775
-494,075
| -18% | -$10M | 0.54% | 82 |
|
|
2016
Q2 | $49.3M | Buy |
2,752,850
+543,100
| +25% | +$9.72M | 0.62% | 72 |
|
|
2016
Q1 | $29.3M | Buy |
2,209,750
+38,900
| +2% | +$516K | 0.37% | 114 |
|
|
2015
Q4 | $44.5M | Buy |
+2,170,850
| New | +$44.5M | 0.57% | 85 |
|