Bell Investment Advisors’s Surgery Partners SGRY Stock Holding History

Bell Investment Advisors’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	-88	Closed	-$1.86K	–	1944
2024 Q4	$1.86K	Buy	+88	New	+$2.31K	﹤0.01%	1360
2024 Q2	–	Sell	-16	Closed	-$478	–	1970
2024 Q1	$478	Buy	+16	New	+$501	﹤0.01%	1837
2023 Q3	–	Sell	-37	Closed	-$1.67K	–	1989
2023 Q2	$1.67K	Buy	37 +22	+147%	+$840	﹤0.01%	1388
2023 Q1	$518	Buy	+15	New	+$487	﹤0.01%	1812

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

Bell Investment Advisors's SGRY Position: Q1 2025 in Review

Bell Investment Advisors sold out of Surgery Partners (SGRY) in Q1 2025, closing a stake of 88 shares — an estimated $1.86K sold.

Bell Investment Advisors first reported a position in SGRY in Q1 2023 and held it in 4 quarters. The position peaked at $1.86K in Q4 2024. 208 funds tracked by Wall St. Rank hold SGRY as of Q1 2025.

Bell Investment Advisors reported no remaining Surgery Partners position as of Q1 2025 after selling out during the quarter.
Bell Investment Advisors sold 88 Surgery Partners shares in Q1 2025, an estimated $1.86K.
Bell Investment Advisors first reported a position in Surgery Partners in Q1 2023 and held it in 4 quarters.
Bell Investment Advisors's Surgery Partners position peaked at $1.86K in Q4 2024.
208 funds tracked by Wall St. Rank held Surgery Partners as of Q1 2025.

Based on Bell Investment Advisors's 13F filing for Q1 2025, filed 16 May 2025.