Voce Capital Management’s Surgery Partners SGRY Stock Holding History

Voce Capital 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
2020 Q3	–	Sell	-77,771	Closed	-$900K	–	15
2020 Q2	$900K	Hold	77,771	–	–	0.62%	12
2020 Q1	$508K	Buy	+77,771	New	+$1.11M	0.39%	15
2019 Q4	–	Sell	-132,610	Closed	-$979K	–	13
2019 Q3	$979K	Buy	+132,610	New	+$949K	0.52%	14

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

Voce Capital Management's SGRY Position: Q3 2020 in Review

Voce Capital Management sold out of Surgery Partners (SGRY) in Q3 2020, closing a stake of 77,771 shares — an estimated $900K sold.

Voce Capital Management first reported a position in SGRY in Q3 2019 and held it in 3 quarters. The position peaked at $979K in Q3 2019. 98 funds tracked by Wall St. Rank hold SGRY as of Q3 2020.

Voce Capital Management reported no remaining Surgery Partners position as of Q3 2020 after selling out during the quarter.
Voce Capital Management sold 77,771 Surgery Partners shares in Q3 2020, an estimated $900K.
Voce Capital Management first reported a position in Surgery Partners in Q3 2019 and held it in 3 quarters.
Voce Capital Management's Surgery Partners position peaked at $979K in Q3 2019.
98 funds tracked by Wall St. Rank held Surgery Partners as of Q3 2020.

Based on Voce Capital Management's 13F filing for Q3 2020, filed 16 Nov 2020.