ClearBridge Investments’s Surgery Partners SGRY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $95.1M | Buy |
4,275,807
+181,249
| +4% | +$4.03M | 0.08% | 238 |
|
|
2025
Q1 | $97.2M | Sell |
4,094,558
-139,978
| -3% | -$3.32M | 0.09% | 231 |
|
|
2024
Q4 | $89.6M | Sell |
4,234,536
-266,519
| -6% | -$5.64M | 0.07% | 243 |
|
|
2024
Q3 | $145M | Sell |
4,501,055
-1,084,475
| -19% | -$35M | 0.11% | 173 |
|
|
2024
Q2 | $133M | Buy |
5,585,530
+73,007
| +1% | +$1.74M | 0.11% | 187 |
|
|
2024
Q1 | $164M | Sell |
5,512,523
-13,148
| -0.2% | -$392K | 0.13% | 171 |
|
|
2023
Q4 | $177M | Buy |
5,525,671
+247,762
| +5% | +$7.93M | 0.15% | 154 |
|
|
2023
Q3 | $154M | Buy |
5,277,909
+41,557
| +0.8% | +$1.22M | 0.15% | 156 |
|
|
2023
Q2 | $236M | Sell |
5,236,352
-328,455
| -6% | -$14.8M | 0.21% | 118 |
|
|
2023
Q1 | $192M | Buy |
5,564,807
+85,490
| +2% | +$2.95M | 0.18% | 135 |
|
|
2022
Q4 | $153M | Buy |
5,479,317
+1,088,289
| +25% | +$30.3M | 0.15% | 147 |
|
|
2022
Q3 | $103M | Buy |
4,391,028
+49,191
| +1% | +$1.15M | 0.1% | 186 |
|
|
2022
Q2 | $126M | Buy |
4,341,837
+259,325
| +6% | +$7.5M | 0.12% | 168 |
|
|
2022
Q1 | $225M | Buy |
4,082,512
+43,885
| +1% | +$2.42M | 0.17% | 136 |
|
|
2021
Q4 | $216M | Buy |
4,038,627
+480,754
| +14% | +$25.7M | 0.15% | 145 |
|
|
2021
Q3 | $151M | Buy |
3,557,873
+16,009
| +0.5% | +$678K | 0.11% | 181 |
|
|
2021
Q2 | $236M | Sell |
3,541,864
-102,307
| -3% | -$6.82M | 0.16% | 137 |
|
|
2021
Q1 | $161M | Sell |
3,644,171
-46,564
| -1% | -$2.06M | 0.12% | 168 |
|
|
2020
Q4 | $107M | Sell |
3,690,735
-771
| -0% | -$22.4K | 0.08% | 200 |
|
|
2020
Q3 | $80.8M | Buy |
3,691,506
+73,809
| +2% | +$1.62M | 0.07% | 213 |
|
|
2020
Q2 | $41.9M | Buy |
3,617,697
+93,437
| +3% | +$1.08M | 0.04% | 306 |
|
|
2020
Q1 | $23M | Sell |
3,524,260
-78,382
| -2% | -$512K | 0.02% | 349 |
|
|
2019
Q4 | $58.8M | Sell |
3,602,642
-7,432
| -0.2% | -$121K | 0.05% | 293 |
|
|
2019
Q3 | $26.7M | Buy |
3,610,074
+95,260
| +3% | +$703K | 0.02% | 385 |
|
|
2019
Q2 | $28.6M | Sell |
3,514,814
-152,997
| -4% | -$1.25M | 0.02% | 378 |
|
|
2019
Q1 | $41.4M | Buy |
3,667,811
+138,158
| +4% | +$1.56M | 0.04% | 344 |
|
|
2018
Q4 | $34.6M | Buy |
3,529,653
+279,246
| +9% | +$2.73M | 0.04% | 347 |
|
|
2018
Q3 | $53.6M | Buy |
3,250,407
+143,561
| +5% | +$2.37M | 0.05% | 319 |
|
|
2018
Q2 | $46.3M | Buy |
3,106,846
+375,059
| +14% | +$5.59M | 0.04% | 331 |
|
|
2018
Q1 | $46.9M | Buy |
2,731,787
+16,353
| +0.6% | +$280K | 0.04% | 318 |
|
|
2017
Q4 | $32.9M | Buy |
2,715,434
+304,102
| +13% | +$3.68M | 0.03% | 364 |
|
|
2017
Q3 | $25M | Buy |
2,411,332
+869,722
| +56% | +$9M | 0.02% | 401 |
|
|
2017
Q2 | $35.1M | Buy |
1,541,610
+17,522
| +1% | +$399K | 0.03% | 366 |
|
|
2017
Q1 | $29.7M | Buy |
1,524,088
+4,733
| +0.3% | +$92.3K | 0.03% | 376 |
|
|
2016
Q4 | $24.1M | Buy |
1,519,355
+475,541
| +46% | +$7.54M | 0.03% | 383 |
|
|
2016
Q3 | $21.1M | Sell |
1,043,814
-2,832
| -0.3% | -$57.3K | 0.02% | 405 |
|
|
2016
Q2 | $18.7M | Buy |
1,046,646
+156,495
| +18% | +$2.8M | 0.02% | 412 |
|
|
2016
Q1 | $11.8M | Buy |
890,151
+205,029
| +30% | +$2.72M | 0.01% | 466 |
|
|
2015
Q4 | $14M | Buy |
+685,122
| New | +$14M | 0.02% | 448 |
|