Wellington Management Group
SRGA

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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
KAM
Krensavage Asset Management New York $256M AUM 69.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DI
DFPG Investments Sandy, Utah $1.28B AUM 27.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
EP
Eversept Partners New York $1.52B AUM 121.13% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return