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David Shaw’s Surgery Partners SGRY Stock Holding History

David Shaw’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 $4.82B AUM 35.43% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $580B AUM 38.23% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
KSCM
King Street Capital Management New York $190M AUM 16.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

David Shaw's SGRY Position: Q4 2024 in Review

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

David Shaw first reported a position in SGRY in Q2 2017 and held it in 6 quarters. The position peaked at $3.74M in Q2 2024. 183 funds tracked by Wall St. Rank hold SGRY as of Q4 2024.

  • David Shaw reported no remaining Surgery Partners position as of Q4 2024 after selling out during the quarter.
  • David Shaw sold 9,537 Surgery Partners shares in Q4 2024, an estimated $307K.
  • David Shaw first reported a position in Surgery Partners in Q2 2017 and held it in 6 quarters.
  • David Shaw's Surgery Partners position peaked at $3.74M in Q2 2024.
  • 183 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.