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Surgery Partners shares owned by Envestnet Asset Management

Quarter-by-quarter ownership of Surgery Partners (SGRY) shares owned by Envestnet Asset Management from 13F filings

Historical chart of Envestnet Asset Management investment in Surgery Partners

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All positions including Surgery Partners held by Envestnet Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Surgery Partners by Envestnet Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $895k 28k 32.24
2024-06-30 $602k 25k 23.79
2024-03-31 $864k 29k 29.83
2023-09-30 $570k 20k 29.25
2023-06-30 $520k 12k 44.99
2023-03-31 $338k 9.8k 34.47
2022-12-31 $367k 13k 27.86
2022-09-30 $302k 13k 23.39
2022-06-30 $379k 13k 28.90
2022-03-31 $650k 12k 55.01
2021-12-31 $526k 9.9k 53.38
2021-09-30 $228k 5.4k 42.28
2021-06-30 $363k 5.5k 66.59
2021-03-31 $234k 5.3k 44.31
2015-12-31 $28k 1.4k 20.42