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Winton Group’s Surgery Partners SGRY Stock Holding History

Winton Group’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
Q4 		– Sell
-8,001
Closed -$234K – 847
2023
Q3 		$234K Buy
8,001
+3,455
+76% +$124K 0.02% 617
2023
Q2 		$205K Buy
+4,546
New +$173K 0.02% 663
2022
Q1 		– Sell
-7,840
Closed -$419K – 1126
2021
Q4 		$419K Buy
+7,840
New +$364K 0.03% 728
2020
Q3 		– Sell
-13,476
Closed -$156K – 1602
2020
Q2 		$156K Buy
+13,476
New +$148K ﹤0.01% 1379

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

Winton Group's SGRY Position: Q4 2023 in Review

Winton Group sold out of Surgery Partners (SGRY) in Q4 2023, closing a stake of 8,001 shares — an estimated $234K sold.

Winton Group first reported a position in SGRY in Q2 2020 and held it in 4 quarters. The position peaked at $419K in Q4 2021. 174 funds tracked by Wall St. Rank hold SGRY as of Q4 2023.

  • Winton Group reported no remaining Surgery Partners position as of Q4 2023 after selling out during the quarter.
  • Winton Group sold 8,001 Surgery Partners shares in Q4 2023, an estimated $234K.
  • Winton Group first reported a position in Surgery Partners in Q2 2020 and held it in 4 quarters.
  • Winton Group's Surgery Partners position peaked at $419K in Q4 2021.
  • 174 funds tracked by Wall St. Rank held Surgery Partners as of Q4 2023.

Based on Winton Group's 13F filing for Q4 2023, filed 12 Feb 2024.