JP Morgan Chase’s Surgery Partners SGRY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.9M | Buy |
336,384
+190,967
| +131% | +$2.74M | ﹤0.01% | 3550 |
|
|
2025
Q4 | $2.25M | Sell |
145,417
-178,515
| -55% | -$3.28M | ﹤0.01% | 3989 |
|
|
2025
Q3 | $7.01M | Buy |
323,932
+130,392
| +67% | +$2.91M | ﹤0.01% | 3057 |
|
|
2025
Q2 | $4.3M | Sell |
193,540
-214,135
| -53% | -$4.76M | ﹤0.01% | 3292 |
|
|
2025
Q1 | $9.68M | Buy |
407,675
+218,709
| +116% | +$5.18M | ﹤0.01% | 2569 |
|
|
2024
Q4 | $4M | Sell |
188,966
-470
| -0.2% | -$12.3K | ﹤0.01% | 3567 |
|
|
2024
Q3 | $6.11M | Buy |
189,436
+5,551
| +3% | +$164K | ﹤0.01% | 3073 |
|
|
2024
Q2 | $4.37M | Buy |
183,885
+6,211
| +3% | +$159K | ﹤0.01% | 3132 |
|
|
2024
Q1 | $5.3M | Sell |
177,674
-57,585
| -24% | -$1.8M | ﹤0.01% | 3056 |
|
|
2023
Q4 | $7.53M | Sell |
235,259
-64,828
| -22% | -$1.88M | ﹤0.01% | 2737 |
|
|
2023
Q3 | $8.78M | Sell |
300,087
-17,382
| -5% | -$625K | ﹤0.01% | 2366 |
|
|
2023
Q2 | $14.3M | Buy |
317,469
+192,131
| +153% | +$7.33M | ﹤0.01% | 1986 |
|
|
2023
Q1 | $4.32M | Buy |
125,338
+42,778
| +52% | +$1.39M | ﹤0.01% | 2947 |
|
|
2022
Q4 | $2.3M | Buy |
82,560
+22,901
| +38% | +$606K | ﹤0.01% | 3454 |
|
|
2022
Q3 | $1.4M | Buy |
59,659
+6,429
| +12% | +$205K | ﹤0.01% | 3764 |
|
|
2022
Q2 | $1.54M | Buy |
53,230
+16,097
| +43% | +$703K | ﹤0.01% | 3749 |
|
|
2022
Q1 | $2.04M | Sell |
37,133
-2,184
| -6% | -$108K | ﹤0.01% | 3735 |
|
|
2021
Q4 | $2.1M | Sell |
39,317
-152,972
| -80% | -$7.09M | ﹤0.01% | 3826 |
|
|
2021
Q3 | $8.14M | Sell |
192,289
-82,111
| -30% | -$4.19M | ﹤0.01% | 2584 |
|
|
2021
Q2 | $18.3M | Sell |
274,400
-3,227
| -1% | -$175K | ﹤0.01% | 1921 |
|
|
2021
Q1 | $12.3M | Sell |
277,627
-15,502
| -5% | -$576K | ﹤0.01% | 2173 |
|
|
2020
Q4 | $8.5M | Sell |
293,129
-19,886
| -6% | -$495K | ﹤0.01% | 2341 |
|
|
2020
Q3 | $6.14M | Sell |
313,015
-318,257
| -50% | -$5.66M | ﹤0.01% | 2396 |
|
|
2020
Q2 | $7.3M | Sell |
631,272
-185,868
| -23% | -$2.04M | ﹤0.01% | 2156 |
|
|
2020
Q1 | $5.34M | Buy |
817,140
+624,419
| +324% | +$8.9M | ﹤0.01% | 2210 |
|
|
2019
Q4 | $3.02M | Buy |
192,721
+48,391
| +34% | +$549K | ﹤0.01% | 3086 |
|
|
2019
Q3 | $1.07M | Buy |
144,330
+6,603
| +5% | +$47.3K | ﹤0.01% | 3800 |
|
|
2019
Q2 | $1.09M | Sell |
137,727
-238,152
| -63% | -$2.37M | ﹤0.01% | 3808 |
|
|
2019
Q1 | $4.24M | Buy |
375,879
+86,052
| +30% | +$1.08M | ﹤0.01% | 2717 |
|
|
2018
Q4 | $2.84M | Buy |
289,827
+124,990
| +76% | +$1.68M | ﹤0.01% | 3022 |
|
|
2018
Q3 | $2.72M | Sell |
164,837
-67,519
| -29% | -$1.08M | ﹤0.01% | 3240 |
|
|
2018
Q2 | $3.46M | Sell |
232,356
-311,418
| -57% | -$5.22M | ﹤0.01% | 2978 |
|
|
2018
Q1 | $9.33M | Sell |
543,774
-166,741
| -23% | -$2.6M | ﹤0.01% | 2074 |
|
|
2017
Q4 | $8.6M | Buy |
710,515
+185,740
| +35% | +$1.78M | ﹤0.01% | 2242 |
|
|
2017
Q3 | $5.38M | Buy |
524,775
+319,775
| +156% | +$4.57M | ﹤0.01% | 2518 |
|
|
2017
Q2 | $4.66M | Sell |
205,000
-25,522
| -11% | -$525K | ﹤0.01% | 2515 |
|
|
2017
Q1 | $4.5M | Sell |
230,522
-16,078
| -7% | -$312K | ﹤0.01% | 2508 |
|
|
2016
Q4 | $3.91M | Buy |
+246,600
| New | +$4.1M | ﹤0.01% | 2648 |
|
Other funds holding SGRY
BCI
PCM
KSCM
VPM
VCM