D.E. Shaw & Co
SGRY icon

D.E. Shaw & Co’s Surgery Partners SGRY Stock Holding History

D.E. Shaw & Co’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
-9,537
Closed -$307K – 4825
2024
Q3 		$307K Sell
9,537
-147,732
-94% -$4.36M ﹤0.01% 3963
2024
Q2 		$3.74M Buy
157,269
+87,743
+126% +$2.25M ﹤0.01% 2080
2024
Q1 		$2.07M Buy
+69,526
New +$2.18M ﹤0.01% 2603
2023
Q1 		– Sell
-101,482
Closed -$2.83M – 4819
2022
Q4 		$2.83M Buy
101,482
+81,100
+398% +$2.15M ﹤0.01% 2636
2022
Q3 		$477K Buy
+20,382
New +$651K ﹤0.01% 4064
2017
Q3 		– Sell
-15,145
Closed -$345K – 3587
2017
Q2 		$345K Buy
+15,145
New +$311K ﹤0.01% 2975

Other funds holding SGRY

BCI
Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
KSCM
King Street Capital Management New York $328M AUM 0.61% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

D.E. Shaw & Co's SGRY Position: Q4 2024 in Review

D.E. Shaw & Co sold out of Surgery Partners (SGRY) in Q4 2024, closing a stake of 9,537 shares — an estimated $307K sold.

D.E. Shaw & Co first reported a position in SGRY in Q2 2017 and held it in 6 quarters. The position peaked at $3.74M in Q2 2024. 182 funds tracked by Wall St. Rank hold SGRY as of Q4 2024.

  • D.E. Shaw & Co reported no remaining Surgery Partners position as of Q4 2024 after selling out during the quarter.
  • D.E. Shaw & Co sold 9,537 Surgery Partners shares in Q4 2024, an estimated $307K.
  • D.E. Shaw & Co first reported a position in Surgery Partners in Q2 2017 and held it in 6 quarters.
  • D.E. Shaw & Co's Surgery Partners position peaked at $3.74M in Q2 2024.
  • 182 funds tracked by Wall St. Rank held Surgery Partners as of Q4 2024.

Based on D.E. Shaw & Co's 13F filing for Q4 2024, filed 14 Feb 2025.