Engineers Gate Manager’s Surgery Partners SGRY Stock Holding History

Engineers Gate Manager’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
2025 Q1	–	Sell	-58,442	Closed	-$1.24M	–	2538
2024 Q4	$1.24M	Buy	+58,442	New	+$1.53M	0.02%	877
2024 Q3	–	Sell	-26,276	Closed	-$625K	–	2374
2024 Q2	$625K	Buy	26,276 +12,947	+97%	+$332K	0.01%	1118
2024 Q1	$398K	Sell	13,329 -58,904	-82%	-$1.84M	0.01%	1323
2023 Q4	$2.31M	Buy	+72,233	New	+$2.1M	0.07%	418
2022 Q4	–	Sell	-12,955	Closed	-$303K	–	1998
2022 Q3	$303K	Sell	12,955 -39,054	-75%	-$1.25M	0.02%	1108
2022 Q2	$1.5M	Buy	52,009 +47,744	+1,119%	+$2.09M	0.06%	465
2022 Q1	$235K	Buy	+4,265	New	+$211K	0.01%	1548
2021 Q4	–	Sell	-11,143	Closed	-$472K	–	2264
2021 Q3	$472K	Buy	+11,143	New	+$569K	0.03%	916
2021 Q1	–	Sell	-26,529	Closed	-$770K	–	2095
2020 Q4	$770K	Buy	+26,529	New	+$660K	0.03%	720
2020 Q1	–	Sell	-50,600	Closed	-$792K	–	1893
2019 Q4	$792K	Buy	+50,600	New	+$574K	0.03%	766
2018 Q3	–	Sell	-18,871	Closed	-$281K	–	1144
2018 Q2	$281K	Buy	+18,871	New	+$316K	0.02%	703

Other funds holding SGRY

BCI

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

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

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

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

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

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

KSCM

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

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

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

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

Engineers Gate Manager's SGRY Position: Q1 2025 in Review

Engineers Gate Manager sold out of Surgery Partners (SGRY) in Q1 2025, closing a stake of 58,442 shares — an estimated $1.24M sold.

Engineers Gate Manager first reported a position in SGRY in Q2 2018 and held it in 11 quarters. The position peaked at $2.31M in Q4 2023. 208 funds tracked by Wall St. Rank hold SGRY as of Q1 2025.

Engineers Gate Manager reported no remaining Surgery Partners position as of Q1 2025 after selling out during the quarter.
Engineers Gate Manager sold 58,442 Surgery Partners shares in Q1 2025, an estimated $1.24M.
Engineers Gate Manager first reported a position in Surgery Partners in Q2 2018 and held it in 11 quarters.
Engineers Gate Manager's Surgery Partners position peaked at $2.31M in Q4 2023.
208 funds tracked by Wall St. Rank held Surgery Partners as of Q1 2025.

Based on Engineers Gate Manager's 13F filing for Q1 2025, filed 15 May 2025.