Bessemer Group’s Surgery Partners SGRY Stock Holding History

Bessemer Group’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
2026 Q1	–	Sell	-27,999	Closed	-$433K	–	2667
2025 Q4	$433K	Buy	+27,999	New	+$515K	﹤0.01%	1179
2024 Q4	–	Sell	-75	Closed	-$2K	–	2670
2024 Q3	$2K	Buy	+75	New	+$2.21K	﹤0.01%	2270
2020 Q2	–	Sell	-114	Closed	-$1K	–	1783
2020 Q1	$1K	Hold	114	–	–	﹤0.01%	1589
2019 Q4	$2K	Hold	114	–	–	﹤0.01%	1563
2019 Q3	$1K	Hold	114	–	–	﹤0.01%	1679
2019 Q2	$1K	Buy	+114	New	+$1.14K	﹤0.01%	1607

Other funds holding SGRY

BCI

Bain Capital Investors Boston, Massachusetts $4.82B AUM 35.43% 1-Year Est. Return

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

PCM

Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return

KSCM

King Street Capital Management New York $190M AUM 16.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Bessemer Group's SGRY Position: Q1 2026 in Review

Bessemer Group sold out of Surgery Partners (SGRY) in Q1 2026, closing a stake of 27,999 shares — an estimated $433K sold.

Bessemer Group first reported a position in SGRY in Q2 2019 and held it in 6 quarters. The position peaked at $433K in Q4 2025. 182 funds tracked by Wall St. Rank hold SGRY as of Q1 2026.

Bessemer Group reported no remaining Surgery Partners position as of Q1 2026 after selling out during the quarter.
Bessemer Group sold 27,999 Surgery Partners shares in Q1 2026, an estimated $433K.
Bessemer Group first reported a position in Surgery Partners in Q2 2019 and held it in 6 quarters.
Bessemer Group's Surgery Partners position peaked at $433K in Q4 2025.
182 funds tracked by Wall St. Rank held Surgery Partners as of Q1 2026.

Based on Bessemer Group's 13F filing for Q1 2026, filed 6 May 2026.