Vontobel Holding’s Surgery Partners SGRY Stock Holding History

Vontobel Holding’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
2022 Q2	–	Sell	-3,944	Closed	-$217K	–	1113
2022 Q1	$217K	Buy	+3,944	New	+$195K	﹤0.01%	986

Other funds holding SGRY

BCI

Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return

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

ClearBridge Investments New York $115B AUM 24.78% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Vontobel Holding's SGRY Position: Q2 2022 in Review

Vontobel Holding sold out of Surgery Partners (SGRY) in Q2 2022, closing a stake of 3,944 shares — an estimated $217K sold.

Vontobel Holding first reported a position in SGRY in Q1 2022 and held it in 1 quarter. The position peaked at $217K in Q1 2022. 137 funds tracked by Wall St. Rank hold SGRY as of Q2 2022.

Vontobel Holding reported no remaining Surgery Partners position as of Q2 2022 after selling out during the quarter.
Vontobel Holding sold 3,944 Surgery Partners shares in Q2 2022, an estimated $217K.
Vontobel Holding first reported a position in Surgery Partners in Q1 2022 and held it in 1 quarter.
Vontobel Holding's Surgery Partners position peaked at $217K in Q1 2022.
137 funds tracked by Wall St. Rank held Surgery Partners as of Q2 2022.

Based on Vontobel Holding's 13F filing for Q2 2022, filed 27 Jul 2022.