Campbell & Co Investment Adviser’s Surgery Partners SGRY Stock Holding History

Campbell & Co Investment Adviser’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	-22,930	Closed	-$739K	–	1331
2024 Q3	$739K	Sell	22,930 -24,032	-51%	-$710K	0.06%	555
2024 Q2	$1.12M	Sell	46,962 -47,306	-50%	-$1.21M	0.1%	323
2024 Q1	$2.81M	Buy	+94,268	New	+$2.95M	0.24%	72
2023 Q1	–	Sell	-22,275	Closed	-$621K	–	1014
2022 Q4	$621K	Buy	+22,275	New	+$590K	0.15%	228
2022 Q3	–	Sell	-32,016	Closed	-$926K	–	911
2022 Q2	$926K	Buy	32,016 +25,903	+424%	+$1.13M	0.25%	98
2022 Q1	$337K	Buy	+6,113	New	+$302K	0.09%	434
2021 Q4	–	Sell	-9,900	Closed	-$419K	–	794
2021 Q3	$419K	Buy	+9,900	New	+$505K	0.14%	270
2020 Q1	–	Sell	-10,420	Closed	-$163K	–	441
2019 Q4	$163K	Buy	+10,420	New	+$118K	0.05%	608

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

Campbell & Co Investment Adviser's SGRY Position: Q4 2024 in Review

Campbell & Co Investment Adviser sold out of Surgery Partners (SGRY) in Q4 2024, closing a stake of 22,930 shares — an estimated $739K sold.

Campbell & Co Investment Adviser first reported a position in SGRY in Q4 2019 and held it in 8 quarters. The position peaked at $2.81M in Q1 2024. 182 funds tracked by Wall St. Rank hold SGRY as of Q4 2024.

Campbell & Co Investment Adviser reported no remaining Surgery Partners position as of Q4 2024 after selling out during the quarter.
Campbell & Co Investment Adviser sold 22,930 Surgery Partners shares in Q4 2024, an estimated $739K.
Campbell & Co Investment Adviser first reported a position in Surgery Partners in Q4 2019 and held it in 8 quarters.
Campbell & Co Investment Adviser's Surgery Partners position peaked at $2.81M in Q1 2024.
182 funds tracked by Wall St. Rank held Surgery Partners as of Q4 2024.

Based on Campbell & Co Investment Adviser's 13F filing for Q4 2024, filed 10 Feb 2025.