BFM
SGRY icon

Boothbay Fund Management’s Surgery Partners SGRY Stock Holding History

Boothbay Fund Management’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 		$256K Buy
+21,500
New +$309K 0.01% 1673
2025
Q3 		– Sell
-17,484
Closed -$389K – 2178
2025
Q2 		$389K Buy
+17,484
New +$389K 0.01% 1010
2025
Q1 		– Sell
-68,442
Closed -$1.45M – 1804
2024
Q4 		$1.45M Buy
+68,442
New +$1.8M 0.04% 534
2024
Q3 		– Sell
-44,658
Closed -$1.06M – 1953
2024
Q2 		$1.06M Buy
44,658
+14,092
+46% +$362K 0.03% 692
2024
Q1 		$912K Buy
+30,566
New +$956K 0.03% 786
2021
Q1 		– Sell
-8,000
Closed -$232K – 1830
2020
Q4 		$232K Buy
+8,000
New +$199K 0.01% 1049

Other funds holding SGRY

BCI
Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $14.1B AUM 58.13% 1-Year Est. Return
KSCM
King Street Capital Management New York $328M AUM 0.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM