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First Eagle Investment Management’s
Surgery Partners
SGRY
Stock Holding History
First Eagle Investment 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
2025
Q1
–
Sell
-292,278
Closed
-$6.19M
–
433
2024
Q4
$6.19M
Buy
292,278
+43,100
+17%
+$1.13M
0.01%
238
2024
Q3
$8.03M
Sell
249,178
-60,296
-19%
-$1.78M
0.02%
207
2024
Q2
$7.36M
Sell
309,474
-30,000
-9%
-$770K
0.02%
211
2024
Q1
$10.1M
Buy
339,474
+48,100
+17%
+$1.5M
0.02%
162
2023
Q4
$9.32M
Buy
291,374
+94,243
+48%
+$2.73M
0.02%
162
2023
Q3
$5.77M
Buy
197,131
+80,994
+70%
+$2.91M
0.02%
200
2023
Q2
$5.23M
Buy
116,137
+26,500
+30%
+$1.01M
0.01%
193
2023
Q1
$3.09M
Sell
89,637
-2,537
-3%
-$82.4K
0.01%
235
2022
Q4
$2.57M
Sell
92,174
-39,812
-30%
-$1.05M
0.01%
226
2022
Q3
$3.09M
Buy
131,986
+45,963
+53%
+$1.47M
0.01%
140
2022
Q2
$2.49M
Buy
86,023
+33,961
+65%
+$1.48M
0.01%
173
2022
Q1
$2.87M
Buy
52,062
+25,556
+96%
+$1.26M
0.01%
105
2021
Q4
$1.42M
Buy
26,506
+13,402
+102%
+$622K
﹤0.01%
103
2021
Q3
$555K
Buy
+13,104
New
+$669K
﹤0.01%
100
Other funds holding SGRY
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$3.27B AUM
3.23%
1-Year Est. Return
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$209B AUM
37.72%
1-Year Est. Return
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$1.9T AUM
41.92%
1-Year Est. Return
Vanguard Group
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$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
$5.7T 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
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Naples, Florida
$14.1B AUM
58.13%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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