Capital Advisors Ltd’s Surgery Partners SGRY Stock Holding History

Capital Advisors Ltd’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	-7	Closed	–	–	1558
2024 Q4	$0	Buy	+7	New	+$184	﹤0.01%	1556

Other funds holding SGRY

BCI

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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 New York $115B AUM 24.78% 1-Year Est. Return

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

Capital Advisors Ltd's SGRY Position: Q1 2025 in Review

Capital Advisors Ltd sold out of Surgery Partners (SGRY) in Q1 2025, closing a stake of 7 shares.

Capital Advisors Ltd first reported a position in SGRY in Q4 2024 and held it in 1 quarter. The position peaked at $0 in Q4 2024. 208 funds tracked by Wall St. Rank hold SGRY as of Q1 2025.

Capital Advisors Ltd reported no remaining Surgery Partners position as of Q1 2025 after selling out during the quarter.
Capital Advisors Ltd sold 7 Surgery Partners shares in Q1 2025.
Capital Advisors Ltd first reported a position in Surgery Partners in Q4 2024 and held it in 1 quarter.
Capital Advisors Ltd's Surgery Partners position peaked at $0 in Q4 2024.
208 funds tracked by Wall St. Rank held Surgery Partners as of Q1 2025.

Based on Capital Advisors Ltd's 13F filing for Q1 2025, filed 15 Apr 2025.