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Jefferies Financial Group’s Surgery Partners SGRY Stock Holding History

Jefferies Financial Group’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
-24,811
Closed -$800K – 1822
2024
Q3 		$800K Buy
+24,811
New +$733K 0.01% 842
2024
Q1 		– Sell
-4,563,265
Closed -$146M – 1985
2023
Q4 		$146M Buy
4,563,265
+4,547,286
+28,458% +$132M 0.95% 13
2023
Q3 		$467K Buy
15,979
+10,524
+193% +$378K ﹤0.01% 1093
2023
Q2 		$245K Buy
+5,455
New +$208K ﹤0.01% 1375

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

Jefferies Financial Group's SGRY Position: Q4 2024 in Review

Jefferies Financial Group sold out of Surgery Partners (SGRY) in Q4 2024, closing a stake of 24,811 shares — an estimated $800K sold.

Jefferies Financial Group first reported a position in SGRY in Q2 2023 and held it in 4 quarters. The position peaked at $146M in Q4 2023. 182 funds tracked by Wall St. Rank hold SGRY as of Q4 2024.

  • Jefferies Financial Group reported no remaining Surgery Partners position as of Q4 2024 after selling out during the quarter.
  • Jefferies Financial Group sold 24,811 Surgery Partners shares in Q4 2024, an estimated $800K.
  • Jefferies Financial Group first reported a position in Surgery Partners in Q2 2023 and held it in 4 quarters.
  • Jefferies Financial Group's Surgery Partners position peaked at $146M in Q4 2023.
  • 182 funds tracked by Wall St. Rank held Surgery Partners as of Q4 2024.

Based on Jefferies Financial Group's 13F filing for Q4 2024, filed 14 Feb 2025.