IIM
SGRY icon

INTECH Investment Management’s Surgery Partners SGRY Stock Holding History

INTECH 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
2026
Q1 		$209K Sell
17,558
-11,828
-40% -$170K ﹤0.01% 1734
2025
Q4 		$454K Hold
29,386
– – ﹤0.01% 1561
2025
Q3 		$636K Sell
29,386
-6,978
-19% -$156K 0.01% 1441
2025
Q2 		$808K Hold
36,364
– – 0.01% 1333
2025
Q1 		$864K Buy
36,364
+5,204
+17% +$123K 0.01% 1290
2024
Q4 		$660K Buy
31,160
+11,697
+60% +$307K 0.01% 1404
2024
Q3 		$627K Buy
+19,463
New +$575K 0.01% 1101

Other funds holding SGRY

BCI
Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $14.1B AUM 58.13% 1-Year Est. Return
KSCM
King Street Capital Management New York $328M AUM 0.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM