Eagle Asset Management’s Surgery Partners SGRY Stock Holding History

Eagle Asset Management’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 Q1	–	Sell	-186,172	Closed	-$5.96M	–	607
2023 Q4	$5.96M	Sell	186,172 -9,537	-5%	-$277K	0.03%	345
2023 Q3	$5.72M	Buy	195,709 +18,618	+11%	+$669K	0.03%	337
2023 Q2	$7.97M	Sell	177,091 -5,216	-3%	-$199K	0.04%	294
2023 Q1	$6.28M	Buy	+182,307	New	+$5.92M	0.04%	315
2017 Q3	–	Sell	-482,670	Closed	-$11M	–	647
2017 Q2	$11M	Sell	482,670 -134,360	-22%	-$2.76M	0.07%	316
2017 Q1	$12M	Sell	617,030 -10,482	-2%	-$204K	0.08%	311
2016 Q4	$9.95M	Buy	627,512 +121,094	+24%	+$2.01M	0.07%	326
2016 Q3	$10.2M	Sell	506,418 -12,110	-2%	-$222K	0.07%	329
2016 Q2	$9.28M	Sell	518,528 -118,397	-19%	-$1.76M	0.06%	331
2016 Q1	$8.45M	Buy	+636,925	New	+$9.85M	0.06%	338

Other funds holding SGRY

BCI

Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Eagle Asset Management's SGRY Position: Q1 2024 in Review

Eagle Asset Management sold out of Surgery Partners (SGRY) in Q1 2024, closing a stake of 186,172 shares — an estimated $5.96M sold.

Eagle Asset Management first reported a position in SGRY in Q1 2016 and held it in 10 quarters. The position peaked at $12M in Q1 2017. 180 funds tracked by Wall St. Rank hold SGRY as of Q1 2024.

Eagle Asset Management reported no remaining Surgery Partners position as of Q1 2024 after selling out during the quarter.
Eagle Asset Management sold 186,172 Surgery Partners shares in Q1 2024, an estimated $5.96M.
Eagle Asset Management first reported a position in Surgery Partners in Q1 2016 and held it in 10 quarters.
Eagle Asset Management's Surgery Partners position peaked at $12M in Q1 2017.
180 funds tracked by Wall St. Rank held Surgery Partners as of Q1 2024.

Based on Eagle Asset Management's 13F filing for Q1 2024, filed 9 May 2024.