Global Retirement Partners’s Surgery Partners SGRY Stock Holding History

Global Retirement Partners’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 Q4	$3.49K	Buy	165 +153	+1,275%	+$4.01K	﹤0.01%	2856
2024 Q3	$387	Sell	12 -6	-33%	-$177	﹤0.01%	3310
2024 Q2	$428	Buy	18 +6	+50%	+$154	﹤0.01%	3321
2024 Q1	$358	Sell	12 -16	-57%	-$501	﹤0.01%	3188
2023 Q4	$888	Buy	28 +25	+833%	+$725	﹤0.01%	2934
2023 Q3	$82	Buy	+3	New	+$108	﹤0.01%	3181
2023 Q2	–	Sell	-10	Closed	-$368	–	3246
2023 Q1	$368	Hold	10	–	–	﹤0.01%	2987
2022 Q4	$279	Buy	+10	New	+$265	﹤0.01%	2890

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

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

BlackRock New York $5.72T AUM 30.48% 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

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

KSCM

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

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

Global Retirement Partners's SGRY Position: Q4 2024 in Review

Global Retirement Partners increased its Surgery Partners (SGRY) stake by 1,275% in Q4 2024, buying an estimated $4.01K and bringing the position to 165 shares worth $3.49K. The position accounts for ﹤0.01% of the portfolio, ranked #2856.

Global Retirement Partners first reported a position in SGRY in Q4 2022 and has held it in 8 quarters since. 182 funds tracked by Wall St. Rank hold SGRY as of Q4 2024.

Global Retirement Partners held 165 shares of Surgery Partners worth $3.49K as of Q4 2024.
Global Retirement Partners bought 153 Surgery Partners shares in Q4 2024, an estimated $4.01K.
Surgery Partners made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2024, its #2856 holding.
Global Retirement Partners first reported a position in Surgery Partners in Q4 2022 and has held it in 8 quarters since.
182 funds tracked by Wall St. Rank held Surgery Partners as of Q4 2024.

Based on Global Retirement Partners's 13F filing for Q4 2024, filed 31 Jan 2025.