C.M. Bidwell & Associates’s Surgery Partners SGRY Stock Holding History

C.M. Bidwell & Associates’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	-172	Closed	-$5.54K	–	532
2024 Q3	$5.54K	Hold	172	–	–	﹤0.01%	318
2024 Q2	$4.09K	Buy	+172	New	+$4.41K	﹤0.01%	339
2022 Q1	–	Sell	-75	Closed	-$4K	–	599
2021 Q4	$4K	Sell	75 -5,745	-99%	-$266K	﹤0.01%	470
2021 Q3	$246K	Buy	5,820 +4,405	+311%	+$225K	0.16%	115
2021 Q2	$94K	Sell	1,415 -985	-41%	-$53.5K	0.06%	249
2021 Q1	$106K	Sell	2,400 -6,410	-73%	-$238K	0.08%	235
2020 Q4	$256K	Buy	8,810 +1,100	+14%	+$27.4K	0.21%	73
2020 Q3	$169K	Buy	7,710 +4,250	+123%	+$75.5K	0.16%	135
2020 Q2	$40K	Buy	+3,460	New	+$37.9K	0.04%	259
2017 Q3	–	Sell	-1,520	Closed	-$35K	–	365
2017 Q2	$35K	Buy	+1,520	New	+$31.3K	0.01%	208

Other funds holding SGRY

BCI

Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 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

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

KSCM

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

C.M. Bidwell & Associates's SGRY Position: Q4 2024 in Review

C.M. Bidwell & Associates sold out of Surgery Partners (SGRY) in Q4 2024, closing a stake of 172 shares — an estimated $5.54K sold.

C.M. Bidwell & Associates first reported a position in SGRY in Q2 2017 and held it in 10 quarters. The position peaked at $256K in Q4 2020. 182 funds tracked by Wall St. Rank hold SGRY as of Q4 2024.

C.M. Bidwell & Associates reported no remaining Surgery Partners position as of Q4 2024 after selling out during the quarter.
C.M. Bidwell & Associates sold 172 Surgery Partners shares in Q4 2024, an estimated $5.54K.
C.M. Bidwell & Associates first reported a position in Surgery Partners in Q2 2017 and held it in 10 quarters.
C.M. Bidwell & Associates's Surgery Partners position peaked at $256K in Q4 2020.
182 funds tracked by Wall St. Rank held Surgery Partners as of Q4 2024.

Based on C.M. Bidwell & Associates's 13F filing for Q4 2024, filed 12 Feb 2025.