Dimensional Fund Advisors’s Surgery Partners SGRY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $63.1M | Buy |
5,296,411
+389,831
| +8% | +$5.6M | 0.01% | 1373 |
|
|
2025
Q4 | $75.8M | Buy |
4,906,580
+46,365
| +1% | +$852K | 0.02% | 1266 |
|
|
2025
Q3 | $105M | Buy |
4,860,215
+988,956
| +26% | +$22.1M | 0.02% | 1028 |
|
|
2025
Q2 | $86.1M | Buy |
3,871,259
+231,603
| +6% | +$5.15M | 0.02% | 1138 |
|
|
2025
Q1 | $86.4M | Buy |
3,639,656
+61,795
| +2% | +$1.46M | 0.02% | 1099 |
|
|
2024
Q4 | $75.7M | Buy |
3,577,861
+563,812
| +19% | +$14.8M | 0.02% | 1250 |
|
|
2024
Q3 | $97.2M | Buy |
3,014,049
+212,958
| +8% | +$6.29M | 0.02% | 1051 |
|
|
2024
Q2 | $66.6M | Buy |
2,801,091
+589,499
| +27% | +$15.1M | 0.02% | 1260 |
|
|
2024
Q1 | $66M | Buy |
2,211,592
+371,380
| +20% | +$11.6M | 0.02% | 1265 |
|
|
2023
Q4 | $58.9M | Buy |
1,840,212
+149,146
| +9% | +$4.33M | 0.02% | 1325 |
|
|
2023
Q3 | $49.5M | Buy |
1,691,066
+260,915
| +18% | +$9.38M | 0.02% | 1347 |
|
|
2023
Q2 | $64.3M | Buy |
1,430,151
+288,504
| +25% | +$11M | 0.02% | 1174 |
|
|
2023
Q1 | $39.3M | Sell |
1,141,647
-108,898
| -9% | -$3.54M | 0.01% | 1507 |
|
|
2022
Q4 | $34.8K | Sell |
1,250,545
-77,783
| -6% | -$2.06M | 0.01% | 1549 |
|
|
2022
Q3 | $31.1M | Buy |
1,328,328
+16,103
| +1% | +$514K | 0.01% | 1571 |
|
|
2022
Q2 | $38M | Buy |
1,312,225
+40,943
| +3% | +$1.79M | 0.01% | 1507 |
|
|
2022
Q1 | $70M | Sell |
1,271,282
-48,212
| -4% | -$2.38M | 0.02% | 1126 |
|
|
2021
Q4 | $70.5M | Sell |
1,319,494
-120,642
| -8% | -$5.6M | 0.02% | 1158 |
|
|
2021
Q3 | $61M | Sell |
1,440,136
-75,939
| -5% | -$3.87M | 0.02% | 1240 |
|
|
2021
Q2 | $101M | Buy |
1,516,075
+184,999
| +14% | +$10M | 0.03% | 845 |
|
|
2021
Q1 | $58.8M | Buy |
1,331,076
+61,789
| +5% | +$2.29M | 0.02% | 1303 |
|
|
2020
Q4 | $36.8M | Buy |
1,269,287
+58,329
| +5% | +$1.45M | 0.01% | 1609 |
|
|
2020
Q3 | $26.5M | Sell |
1,210,958
-167,900
| -12% | -$2.98M | 0.01% | 1688 |
|
|
2020
Q2 | $16M | Buy |
1,378,858
+148,278
| +12% | +$1.63M | 0.01% | 1976 |
|
|
2020
Q1 | $8.04M | Buy |
1,230,580
+149,923
| +14% | +$2.14M | ﹤0.01% | 2210 |
|
|
2019
Q4 | $16.9M | Buy |
1,080,657
+226,841
| +27% | +$2.57M | 0.01% | 2124 |
|
|
2019
Q3 | $6.3M | Buy |
853,816
+87,763
| +11% | +$628K | ﹤0.01% | 2522 |
|
|
2019
Q2 | $6.24M | Buy |
766,053
+203,170
| +36% | +$2.03M | ﹤0.01% | 2571 |
|
|
2019
Q1 | $6.35M | Sell |
562,883
-2,400
| -0.4% | -$30.2K | ﹤0.01% | 2570 |
|
|
2018
Q4 | $5.53M | Sell |
565,283
-1,573
| -0.3% | -$21.1K | ﹤0.01% | 2575 |
|
|
2018
Q3 | $9.35M | Sell |
566,856
-4,362
| -0.8% | -$69.6K | ﹤0.01% | 2466 |
|
|
2018
Q2 | $8.51M | Buy |
571,218
+29,643
| +5% | +$497K | ﹤0.01% | 2493 |
|
|
2018
Q1 | $9.29M | Buy |
541,575
+31,632
| +6% | +$493K | ﹤0.01% | 2403 |
|
|
2017
Q4 | $6.17M | Buy |
509,943
+204,034
| +67% | +$1.95M | ﹤0.01% | 2544 |
|
|
2017
Q3 | $3.17M | Buy |
305,909
+166,590
| +120% | +$2.38M | ﹤0.01% | 2739 |
|
|
2017
Q2 | $3.17M | Buy |
+139,319
| New | +$2.86M | ﹤0.01% | 2734 |
|
Other funds holding SGRY
BCI
PCM
KSCM
VPM
VCM
DKCM