Wcm Investment Management, LLC Surgery Partners, Inc. Transaction History

Wcm Investment Management, LLC

$35.4 Billion
Q1 2024

A detailed history of Wcm Investment Management, LLC transactions in Surgery Partners, Inc. stock. As of the latest transaction made, Wcm Investment Management, LLC holds 508,488 shares of SGRY stock, worth $12.1 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

508,488

Previous 505,836 0.52%

Holding current value

$12.1 Million

Previous $16.2 Million 6.26%

% of portfolio

0.04%

Previous 0.06%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 25, 2024	BUY	$27.52 - $35.07 $72,983 - $93,005	2,652 Added 0.52%	508,488 $15.2 Million
Q4 2023 Jan 29, 2024	BUY	$22.32 - $35.51 $880,657 - $1.4 Million	39,456 Added 8.46%	505,836 $16.2 Million
Q3 2023 Oct 10, 2023	BUY	$28.3 - $44.54 $1.38 Million - $2.17 Million	48,722 Added 11.67%	466,380 $13.6 Million
Q2 2023 Jul 14, 2023	BUY	$34.13 - $45.09 $1.01 Million - $1.34 Million	29,692 Added 7.65%	417,658 $18.8 Million
Q1 2023 May 15, 2023	BUY	$26.3 - $35.94 $73,403 - $100,308	2,791 Added 0.72%	387,966 $13.4 Million

Q4 2022 Feb 06, 2023	SELL	$22.3 - $29.78 $143,032 - $191,008	-6,414 Reduced 1.64%	385,175 $10.7 Million
Q3 2022 Oct 18, 2022	BUY	$23.4 - $39.38 $891,797 - $1.5 Million	38,111 Added 10.78%	391,589 $9.72 Million
Q2 2022 Aug 09, 2022	BUY	$27.55 - $61.69 $2.05 Million - $4.59 Million	74,410 Added 26.66%	353,478 $10.6 Million
Q1 2022 May 06, 2022	BUY	$41.21 - $56.74 $1.09 Million - $1.5 Million	26,444 Added 10.47%	279,068 $15.4 Million
Q4 2021 Jan 26, 2022	BUY	$37.9 - $54.36 $3.7 Million - $5.3 Million	97,536 Added 62.89%	252,624 $13.5 Million
Q3 2021 Nov 02, 2021	BUY	$41.9 - $65.33 $42,486 - $66,244	1,014 Added 0.66%	155,088 $6.57 Million
Q2 2021 Aug 05, 2021	SELL	$42.6 - $67.05 $3.35 Million - $5.27 Million	-78,601 Reduced 33.78%	154,074 $10.3 Million
Q1 2021 May 13, 2021	SELL	$27.6 - $44.26 $161,128 - $258,389	-5,838 Reduced 2.45%	232,675 $10.3 Million
Q4 2020 Feb 16, 2021	SELL	$21.71 - $29.01 $2.71 Million - $3.63 Million	-124,979 Reduced 34.38%	238,513 $6.92 Million
Q3 2020 Nov 06, 2020	SELL	$11.18 - $23.75 $877,384 - $1.86 Million	-78,478 Reduced 17.76%	363,492 $7.96 Million
Q2 2020 Aug 18, 2020	BUY	$4.8 - $15.9 $2.12 Million - $7.03 Million	441,970 New	441,970 $5.11 Million
Q3 2019 Oct 25, 2019	SELL	$5.52 - $8.89 $342,344 - $551,348	-62,019 Closed	0 $0
Q2 2019 Aug 06, 2019	SELL	$7.94 - $11.89 $12,132 - $18,167	-1,528 Reduced 2.4%	62,019 $505,000
Q1 2019 May 13, 2019	BUY	$9.93 - $14.02 $631,021 - $890,928	63,547 New	63,547 $717,000

Others Institutions Holding SGRY

# of Institutions

192

Shares Held

117M

Call Options Held

318K

Put Options Held

572K

View Full List

About Surgery Partners, Inc.

Ticker SGRY
Exchange NASDAQ
Sector Healthcare
Industry Medical Care Facilities
Shares Outstandng 89,935,296
Market Cap $2.14B
Description
Surgery Partners, Inc., through its subsidiaries, owns and operates a network of surgical facilities and ancillary services in the United States. The company operates through two segments, Surgical Facility Services and Ancillary Services. Its surgical facilities comprise ambulatory surgery centers and surgical hospitals that offer non-emergency...

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Wcm Investment Management, LLC Surgery Partners, Inc. Transaction History