Covestor’s Surgery Partners SGRY Stock Holding History

Covestor’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
2026 Q1	$40K	Sell	3,326 -1,920	-37%	-$27.6K	0.03%	832
2025 Q4	$81K	Sell	5,246 -881	-14%	-$16.2K	0.04%	681
2025 Q3	$132K	Sell	6,127 -13,272	-68%	-$296K	0.07%	410
2025 Q2	$431K	Buy	19,399 +6,394	+49%	+$142K	0.25%	41
2025 Q1	$309K	Buy	13,005 +10,803	+491%	+$256K	0.21%	48
2024 Q4	$47K	Sell	2,202 -825	-27%	-$21.6K	0.03%	882
2024 Q3	$98K	Buy	3,027 +1	+0%	+$30	0.06%	526
2024 Q2	$72K	Buy	3,026 +1,892	+167%	+$48.5K	0.05%	690
2024 Q1	$34K	Buy	1,134 +12	+1%	+$375	0.02%	1026
2023 Q4	$36K	Buy	1,122 +876	+356%	+$25.4K	0.02%	983
2023 Q3	$7K	Sell	246 -1	-0.4%	-$36	0.01%	1642
2023 Q2	$11K	Sell	247 -2	-0.8%	-$76	0.01%	1395
2023 Q1	$9K	Hold	249	–	–	0.01%	1385
2022 Q4	$7K	Sell	249 -1	-0.4%	-$26	0.01%	1487
2022 Q3	$6K	Sell	250 -1	-0.4%	-$32	0.01%	1452
2022 Q2	$7K	Sell	251 -3	-1%	-$131	0.01%	1329
2022 Q1	$14K	Buy	254 +240	+1,714%	+$11.9K	0.01%	1192
2021 Q4	$1K	Buy	+14	New	+$649	﹤0.01%	1921

Other funds holding SGRY

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

Pentwater Capital Management Naples, Florida $14.1B AUM 58.13% 1-Year Est. Return

King Street Capital Management New York $328M AUM 0.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

ClearBridge Investments

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM