B. Metzler seel. Sohn & Co’s Surgery Partners SGRY Stock Holding History

B. Metzler seel. Sohn & Co’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 Q2	–	Sell	-66,028	Closed	-$1.57M	–	752
2025 Q1	$1.57M	Hold	66,028	–	–	0.02%	405
2024 Q4	$1.4M	Hold	66,028	–	–	0.01%	460
2024 Q3	$2.13M	Hold	66,028	–	–	0.02%	378
2024 Q2	$1.57M	Hold	66,028	–	–	0.02%	423
2024 Q1	$1.97M	Hold	66,028	–	–	0.02%	387
2023 Q4	$2.11M	Buy	66,028 +6,980	+12%	+$203K	0.03%	351
2023 Q3	$1.73M	Sell	59,048 -51,540	-47%	-$1.85M	0.03%	346
2023 Q2	$4.98M	Buy	110,588 +59,036	+115%	+$2.25M	0.07%	202
2023 Q1	$1.78M	Buy	51,552 +4,815	+10%	+$156K	0.03%	337
2022 Q4	$1.3M	Hold	46,737	–	–	0.02%	382
2022 Q3	$1.09M	Buy	46,737 +4,956	+12%	+$158K	0.02%	402
2022 Q2	$1.21M	Buy	41,781 +12,264	+42%	+$536K	0.02%	393
2022 Q1	$1.63M	Buy	+29,517	New	+$1.46M	0.02%	379

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

PCM

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

KSCM

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

BlackRock New York $5.72T AUM 30.48% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

B. Metzler seel. Sohn & Co's SGRY Position: Q2 2025 in Review

B. Metzler seel. Sohn & Co sold out of Surgery Partners (SGRY) in Q2 2025, closing a stake of 66,028 shares — an estimated $1.57M sold.

B. Metzler seel. Sohn & Co first reported a position in SGRY in Q1 2022 and held it in 13 quarters. The position peaked at $4.98M in Q2 2023. 201 funds tracked by Wall St. Rank hold SGRY as of Q2 2025.

B. Metzler seel. Sohn & Co reported no remaining Surgery Partners position as of Q2 2025 after selling out during the quarter.
B. Metzler seel. Sohn & Co sold 66,028 Surgery Partners shares in Q2 2025, an estimated $1.57M.
B. Metzler seel. Sohn & Co first reported a position in Surgery Partners in Q1 2022 and held it in 13 quarters.
B. Metzler seel. Sohn & Co's Surgery Partners position peaked at $4.98M in Q2 2023.
201 funds tracked by Wall St. Rank held Surgery Partners as of Q2 2025.

Based on B. Metzler seel. Sohn & Co's 13F filing for Q2 2025, filed 11 Aug 2025.