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Cannell & Spears’s Surgery Partners SGRY Stock Holding History

Cannell & Spears’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
-15,300
Closed -$324K – 417
2024
Q4 		$324K Buy
+15,300
New +$401K 0.01% 328

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
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
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Dimensional Fund Advisors
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

Cannell & Spears's SGRY Position: Q1 2025 in Review

Cannell & Spears sold out of Surgery Partners (SGRY) in Q1 2025, closing a stake of 15,300 shares — an estimated $324K sold.

Cannell & Spears first reported a position in SGRY in Q4 2024 and held it in 1 quarter. The position peaked at $324K in Q4 2024. 208 funds tracked by Wall St. Rank hold SGRY as of Q1 2025.

  • Cannell & Spears reported no remaining Surgery Partners position as of Q1 2025 after selling out during the quarter.
  • Cannell & Spears sold 15,300 Surgery Partners shares in Q1 2025, an estimated $324K.
  • Cannell & Spears first reported a position in Surgery Partners in Q4 2024 and held it in 1 quarter.
  • Cannell & Spears's Surgery Partners position peaked at $324K in Q4 2024.
  • 208 funds tracked by Wall St. Rank held Surgery Partners as of Q1 2025.

Based on Cannell & Spears's 13F filing for Q1 2025, filed 14 May 2025.