Voloridge Investment Management
SGRY icon

Voloridge Investment Management’s Surgery Partners SGRY Stock Holding History

Voloridge 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
2023
Q1 		– Sell
-29,408
Closed -$819K – 1591
2022
Q4 		$819K Buy
+29,408
New +$779K ﹤0.01% 1176
2021
Q1 		– Sell
-77,131
Closed -$2.24M – 1630
2020
Q4 		$2.24M Sell
77,131
-689
-0.9% -$17.1K 0.02% 692
2020
Q3 		$1.7M Buy
77,820
+64,721
+494% +$1.15M 0.01% 772
2020
Q2 		$152K Buy
+13,099
New +$144K ﹤0.01% 1210

Other funds holding SGRY

BCI
Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
APM
Avidity Partners Management Dallas, Texas $936M AUM 195% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Voloridge Investment Management's SGRY Position: Q1 2023 in Review

Voloridge Investment Management sold out of Surgery Partners (SGRY) in Q1 2023, closing a stake of 29,408 shares — an estimated $819K sold.

Voloridge Investment Management first reported a position in SGRY in Q2 2020 and held it in 4 quarters. The position peaked at $2.24M in Q4 2020. 151 funds tracked by Wall St. Rank hold SGRY as of Q1 2023.

  • Voloridge Investment Management reported no remaining Surgery Partners position as of Q1 2023 after selling out during the quarter.
  • Voloridge Investment Management sold 29,408 Surgery Partners shares in Q1 2023, an estimated $819K.
  • Voloridge Investment Management first reported a position in Surgery Partners in Q2 2020 and held it in 4 quarters.
  • Voloridge Investment Management's Surgery Partners position peaked at $2.24M in Q4 2020.
  • 151 funds tracked by Wall St. Rank held Surgery Partners as of Q1 2023.

Based on Voloridge Investment Management's 13F filing for Q1 2023, filed 15 May 2023.