Fidelity Investments’s Surgery Partners SGRY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $251M | Buy |
11,304,366
+1,198,191
| +12% | +$26.6M | 0.01% | 738 |
|
2025
Q1 | $240M | Sell |
10,106,175
-6,175,688
| -38% | -$147M | 0.02% | 730 |
|
2024
Q4 | $345M | Sell |
16,281,863
-2,030,004
| -11% | -$43M | 0.02% | 601 |
|
2024
Q3 | $590M | Buy |
18,311,867
+546,869
| +3% | +$17.6M | 0.04% | 419 |
|
2024
Q2 | $423M | Sell |
17,764,998
-1,225,790
| -6% | -$29.2M | 0.03% | 505 |
|
2024
Q1 | $566M | Buy |
18,990,788
+659,332
| +4% | +$19.7M | 0.04% | 418 |
|
2023
Q4 | $586M | Sell |
18,331,456
-643,376
| -3% | -$20.6M | 0.05% | 372 |
|
2023
Q3 | $555M | Buy |
18,974,832
+16,975
| +0.1% | +$497K | 0.05% | 358 |
|
2023
Q2 | $853M | Buy |
18,957,857
+53,700
| +0.3% | +$2.42M | 0.07% | 247 |
|
2023
Q1 | $652M | Buy |
18,904,157
+513,573
| +3% | +$17.7M | 0.06% | 330 |
|
2022
Q4 | $512M | Buy |
18,390,584
+4,900,320
| +36% | +$137M | 0.05% | 379 |
|
2022
Q3 | $316M | Buy |
13,490,264
+5,741
| +0% | +$134K | 0.03% | 502 |
|
2022
Q2 | $390M | Buy |
13,484,523
+1,606,776
| +14% | +$46.5M | 0.04% | 457 |
|
2022
Q1 | $654M | Buy |
11,877,747
+1,403,374
| +13% | +$77.3M | 0.05% | 354 |
|
2021
Q4 | $559M | Buy |
10,474,373
+3,049,528
| +41% | +$163M | 0.04% | 424 |
|
2021
Q3 | $314M | Buy |
7,424,845
+157,328
| +2% | +$6.66M | 0.02% | 614 |
|
2021
Q2 | $484M | Buy |
7,267,517
+421,801
| +6% | +$28.1M | 0.04% | 441 |
|
2021
Q1 | $303M | Buy |
6,845,716
+6,228,416
| +1,009% | +$276M | 0.03% | 607 |
|
2020
Q4 | $17.9M | Sell |
617,300
-228,500
| -27% | -$6.63M | ﹤0.01% | 1760 |
|
2020
Q3 | $18.5M | Sell |
845,800
-330,700
| -28% | -$7.24M | ﹤0.01% | 1593 |
|
2020
Q2 | $13.6M | Sell |
1,176,500
-170,900
| -13% | -$1.98M | ﹤0.01% | 1699 |
|
2020
Q1 | $8.8M | Buy |
1,347,400
+400,400
| +42% | +$2.61M | ﹤0.01% | 1729 |
|
2019
Q4 | $14.8M | Hold |
947,000
| – | – | ﹤0.01% | 1712 |
|
2019
Q3 | $6.99M | Buy |
947,000
+284,900
| +43% | +$2.1M | ﹤0.01% | 1947 |
|
2019
Q2 | $5.39M | Buy |
662,100
+127,600
| +24% | +$1.04M | ﹤0.01% | 2071 |
|
2019
Q1 | $6.03M | Buy |
+534,500
| New | +$6.03M | ﹤0.01% | 2022 |
|
2018
Q4 | – | Sell |
-72,900
| Closed | -$1.2M | – | 4086 |
|
2018
Q3 | $1.2M | Sell |
72,900
-263,100
| -78% | -$4.34M | ﹤0.01% | 2457 |
|
2018
Q2 | $5.01M | Sell |
336,000
-400,500
| -54% | -$5.97M | ﹤0.01% | 2152 |
|
2018
Q1 | $12.6M | Buy |
736,500
+159,600
| +28% | +$2.74M | ﹤0.01% | 1893 |
|
2017
Q4 | $6.98M | Sell |
576,900
-36,500
| -6% | -$442K | ﹤0.01% | 2059 |
|
2017
Q3 | $6.35M | Sell |
613,400
-1,968,800
| -76% | -$20.4M | ﹤0.01% | 2099 |
|
2017
Q2 | $58.7M | Sell |
2,582,200
-800
| -0% | -$18.2K | 0.01% | 1223 |
|
2017
Q1 | $50.4M | Buy |
2,583,000
+1,929,057
| +295% | +$37.6M | 0.01% | 1290 |
|
2016
Q4 | $10.4M | Buy |
+653,943
| New | +$10.4M | ﹤0.01% | 1954 |
|
2016
Q1 | – | Sell |
-274,900
| Closed | -$5.63M | – | 2727 |
|
2015
Q4 | $5.63M | Buy |
+274,900
| New | +$5.63M | ﹤0.01% | 2158 |
|