Wellington Management Group’s Surgalign Holdings, Inc. Common Stock SRGA Stock Holding History

Wellington Management Group’s Portfolio SRGA Stock Details SRGA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-163,699	Closed	-$10.8M	–	2230
2020 Q4	$10.8M	Buy	163,699 +1,345	+0.8%	+$87.7K	﹤0.01%	1175
2020 Q3	$8.82M	Buy	162,354 +8,534	+6%	+$653K	﹤0.01%	1148
2020 Q2	$14.7M	Buy	153,820 +18,484	+14%	+$1.38M	﹤0.01%	990
2020 Q1	$6.94M	Buy	135,336 +26,312	+24%	+$2.75M	﹤0.01%	1130
2019 Q4	$8.96M	Buy	109,024 +9,950	+10%	+$698K	﹤0.01%	1194
2019 Q3	$8.47M	Buy	99,074 +1,994	+2%	+$213K	﹤0.01%	1209
2019 Q2	$12.4M	Buy	97,080 +53,340	+122%	+$7.68M	﹤0.01%	1143
2019 Q1	$7.89M	Buy	43,740 +2,932	+7%	+$424K	﹤0.01%	1271
2018 Q4	$4.53M	Buy	40,808 +10,078	+33%	+$1.31M	﹤0.01%	1418
2018 Q3	$4.15M	Buy	30,730 +17,223	+128%	+$2.37M	﹤0.01%	1527
2018 Q2	$1.86M	Buy	+13,507	New	+$1.86M	﹤0.01%	1740

Other funds holding SRGA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

KAM

Krensavage Asset Management New York $263M AUM 66.99% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

DFPG Investments Sandy, Utah $1.28B AUM 27.55% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Eversept Partners New York $1.93B AUM 160.8% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

Wellington Management Group's SRGA Position: Q1 2021 in Review

Wellington Management Group sold out of Surgalign Holdings, Inc. Common Stock (SRGA) in Q1 2021, closing a stake of 163,699 shares — an estimated $10.8M sold.

Wellington Management Group first reported a position in SRGA in Q2 2018 and held it in 11 quarters. The position peaked at $14.7M in Q2 2020. 105 funds tracked by Wall St. Rank hold SRGA as of Q1 2021.

Wellington Management Group reported no remaining Surgalign Holdings, Inc. Common Stock position as of Q1 2021 after selling out during the quarter.
Wellington Management Group sold 163,699 Surgalign Holdings, Inc. Common Stock shares in Q1 2021, an estimated $10.8M.
Wellington Management Group first reported a position in Surgalign Holdings, Inc. Common Stock in Q2 2018 and held it in 11 quarters.
Wellington Management Group's Surgalign Holdings, Inc. Common Stock position peaked at $14.7M in Q2 2020.
105 funds tracked by Wall St. Rank held Surgalign Holdings, Inc. Common Stock as of Q1 2021.

Based on Wellington Management Group's 13F filing for Q1 2021, filed 17 May 2021.