Weiss Multi-Strategy Advisers’s Surgery Partners SGRY Stock Holding History

Weiss Multi-Strategy Advisers’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
2024 Q1	–	Sell	-82,691	Closed	-$2.65M	–	403
2023 Q4	$2.65M	Buy	+82,691	New	+$2.4M	0.06%	335
2023 Q3	–	Sell	-62,493	Closed	-$2.81M	–	707
2023 Q2	$2.81M	Buy	62,493 +25,987	+71%	+$992K	0.06%	408
2023 Q1	$1.26M	Sell	36,506 -57,851	-61%	-$1.88M	0.03%	487
2022 Q4	$2.63M	Buy	94,357 +32,006	+51%	+$848K	0.07%	341
2022 Q3	$1.46M	Buy	62,351 +26,445	+74%	+$844K	0.04%	457
2022 Q2	$1.04M	Buy	+35,906	New	+$1.57M	0.03%	480

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

Weiss Multi-Strategy Advisers's SGRY Position: Q1 2024 in Review

Weiss Multi-Strategy Advisers sold out of Surgery Partners (SGRY) in Q1 2024, closing a stake of 82,691 shares — an estimated $2.65M sold.

Weiss Multi-Strategy Advisers first reported a position in SGRY in Q2 2022 and held it in 6 quarters. The position peaked at $2.81M in Q2 2023. 180 funds tracked by Wall St. Rank hold SGRY as of Q1 2024.

Weiss Multi-Strategy Advisers reported no remaining Surgery Partners position as of Q1 2024 after selling out during the quarter.
Weiss Multi-Strategy Advisers sold 82,691 Surgery Partners shares in Q1 2024, an estimated $2.65M.
Weiss Multi-Strategy Advisers first reported a position in Surgery Partners in Q2 2022 and held it in 6 quarters.
Weiss Multi-Strategy Advisers's Surgery Partners position peaked at $2.81M in Q2 2023.
180 funds tracked by Wall St. Rank held Surgery Partners as of Q1 2024.

Based on Weiss Multi-Strategy Advisers's 13F filing for Q1 2024.