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CIBC World Markets’s Surgery Partners SGRY Stock Holding History

CIBC World Markets’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
Q2 		$212K Sell
9,530
-7,511
-44% -$167K ﹤0.01% 1261
2025
Q1 		$405K Buy
+17,041
New +$403K ﹤0.01% 1109

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
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
KSCM
King Street Capital Management New York $328M AUM 0.61% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CIBC World Markets's SGRY Position: Q2 2025 in Review

CIBC World Markets reduced its Surgery Partners (SGRY) stake by 44% in Q2 2025, selling an estimated $167K and leaving 9,530 shares worth $212K. The position accounts for ﹤0.01% of the portfolio, ranked #1261.

CIBC World Markets first reported a position in SGRY in Q1 2025 and has held it in 2 quarters since. The position peaked at $405K in Q1 2025. 201 funds tracked by Wall St. Rank hold SGRY as of Q2 2025.

  • CIBC World Markets held 9,530 shares of Surgery Partners worth $212K as of Q2 2025.
  • CIBC World Markets sold 7,511 Surgery Partners shares in Q2 2025, an estimated $167K.
  • Surgery Partners made up ﹤0.01% of CIBC World Markets's portfolio in Q2 2025, its #1261 holding.
  • CIBC World Markets first reported a position in Surgery Partners in Q1 2025 and has held it in 2 quarters since.
  • CIBC World Markets's Surgery Partners position peaked at $405K in Q1 2025.
  • 201 funds tracked by Wall St. Rank held Surgery Partners as of Q2 2025.

Based on CIBC World Markets's 13F filing for Q2 2025, filed 14 Aug 2025.