Claris Advisors’s Surgery Partners SGRY Stock Holding History

Claris Advisors’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	-5	Closed	-$161	–	957
2024 Q3	$161	Buy	+5	New	+$148	﹤0.01%	1031

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

Claris Advisors's SGRY Position: Q4 2024 in Review

Claris Advisors sold out of Surgery Partners (SGRY) in Q4 2024, closing a stake of 5 shares — an estimated $161 sold.

Claris Advisors first reported a position in SGRY in Q3 2024 and held it in 1 quarter. The position peaked at $161 in Q3 2024. 182 funds tracked by Wall St. Rank hold SGRY as of Q4 2024.

Claris Advisors reported no remaining Surgery Partners position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 5 Surgery Partners shares in Q4 2024, an estimated $161.
Claris Advisors first reported a position in Surgery Partners in Q3 2024 and held it in 1 quarter.
Claris Advisors's Surgery Partners position peaked at $161 in Q3 2024.
182 funds tracked by Wall St. Rank held Surgery Partners as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.