HighTower Advisors
SGRY icon

HighTower Advisors’s Surgery Partners SGRY Stock Holding History

HighTower Advisors’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 		– Sell
-9,878
Closed -$313K – 4024
2024
Q3 		$313K Sell
9,878
-1,287
-12% -$38K ﹤0.01% 2789
2024
Q2 		$263K Buy
+11,165
New +$286K ﹤0.01% 2824

Other funds holding SGRY

BCI
Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Dimensional Fund Advisors
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

HighTower Advisors's SGRY Position: Q4 2024 in Review

HighTower Advisors sold out of Surgery Partners (SGRY) in Q4 2024, closing a stake of 9,878 shares — an estimated $313K sold.

HighTower Advisors first reported a position in SGRY in Q2 2024 and held it in 2 quarters. The position peaked at $313K in Q3 2024. 182 funds tracked by Wall St. Rank hold SGRY as of Q4 2024.

  • HighTower Advisors reported no remaining Surgery Partners position as of Q4 2024 after selling out during the quarter.
  • HighTower Advisors sold 9,878 Surgery Partners shares in Q4 2024, an estimated $313K.
  • HighTower Advisors first reported a position in Surgery Partners in Q2 2024 and held it in 2 quarters.
  • HighTower Advisors's Surgery Partners position peaked at $313K in Q3 2024.
  • 182 funds tracked by Wall St. Rank held Surgery Partners as of Q4 2024.

Based on HighTower Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.