BAMCO Inc
SGRY icon

BAMCO Inc’s Surgery Partners SGRY Stock Holding History

BAMCO Inc’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
2024
Q4 		– Sell
-40,000
Closed -$1.29M – 338
2024
Q3 		$1.29M Sell
40,000
-45,000
-53% -$1.33M ﹤0.01% 295
2024
Q2 		$2.02M Sell
85,000
-5,000
-6% -$128K 0.01% 289
2024
Q1 		$2.68M Buy
90,000
+45,000
+100% +$1.41M 0.01% 290
2023
Q4 		$1.44M Buy
+45,000
New +$1.31M ﹤0.01% 296

Other funds holding SGRY

BCI
Bain Capital Investors Boston, Massachusetts $4.82B AUM 35.43% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
KSCM
King Street Capital Management New York $190M AUM 16.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

BAMCO Inc's SGRY Position: Q4 2024 in Review

BAMCO Inc sold out of Surgery Partners (SGRY) in Q4 2024, closing a stake of 40,000 shares — an estimated $1.29M sold.

BAMCO Inc first reported a position in SGRY in Q4 2023 and held it in 4 quarters. The position peaked at $2.68M in Q1 2024. 183 funds tracked by Wall St. Rank hold SGRY as of Q4 2024.

  • BAMCO Inc reported no remaining Surgery Partners position as of Q4 2024 after selling out during the quarter.
  • BAMCO Inc sold 40,000 Surgery Partners shares in Q4 2024, an estimated $1.29M.
  • BAMCO Inc first reported a position in Surgery Partners in Q4 2023 and held it in 4 quarters.
  • BAMCO Inc's Surgery Partners position peaked at $2.68M in Q1 2024.
  • 183 funds tracked by Wall St. Rank held Surgery Partners as of Q4 2024.

Based on BAMCO Inc's 13F filing for Q4 2024, filed 14 Feb 2025.