Alberta Investment Management Corp (AIMCo)’s Surgery Partners SGRY Stock Holding History

Alberta Investment Management Corp (AIMCo)’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
2025 Q1	–	Sell	-67,180	Closed	-$1.42M	–	853
2024 Q4	$1.42M	Buy	67,180 +37,827	+129%	+$993K	0.01%	538
2024 Q3	$946K	Buy	+29,353	New	+$867K	0.01%	588
2024 Q2	–	Sell	-45,477	Closed	-$1.36M	–	978
2024 Q1	$1.36M	Hold	45,477	–	–	0.01%	552
2023 Q4	$1.45M	Buy	45,477 +89	+0.2%	+$2.58K	0.01%	523
2023 Q3	$1.33M	Hold	45,388	–	–	0.01%	553
2023 Q2	$2.04M	Buy	+45,388	New	+$1.73M	0.02%	539
2019 Q4	–	Sell	-44,400	Closed	-$328K	–	999
2019 Q3	$328K	Buy	+44,400	New	+$318K	﹤0.01%	804

Other funds holding SGRY

BCI

Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

KSCM

King Street Capital Management New York $328M AUM 0.61% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

Alberta Investment Management Corp (AIMCo)'s SGRY Position: Q1 2025 in Review

Alberta Investment Management Corp (AIMCo) sold out of Surgery Partners (SGRY) in Q1 2025, closing a stake of 67,180 shares — an estimated $1.42M sold.

Alberta Investment Management Corp (AIMCo) first reported a position in SGRY in Q3 2019 and held it in 7 quarters. The position peaked at $2.04M in Q2 2023. 208 funds tracked by Wall St. Rank hold SGRY as of Q1 2025.

Alberta Investment Management Corp (AIMCo) reported no remaining Surgery Partners position as of Q1 2025 after selling out during the quarter.
Alberta Investment Management Corp (AIMCo) sold 67,180 Surgery Partners shares in Q1 2025, an estimated $1.42M.
Alberta Investment Management Corp (AIMCo) first reported a position in Surgery Partners in Q3 2019 and held it in 7 quarters.
Alberta Investment Management Corp (AIMCo)'s Surgery Partners position peaked at $2.04M in Q2 2023.
208 funds tracked by Wall St. Rank held Surgery Partners as of Q1 2025.

Based on Alberta Investment Management Corp (AIMCo)'s 13F filing for Q1 2025, filed 8 May 2025.