JF
SGRY icon

Jump Financial’s Surgery Partners SGRY Stock Holding History

Jump Financial’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 		$337K Buy
+28,295
New +$406K 0.01% 1428
2025
Q2 		– Sell
-15,300
Closed -$363K – 2120
2025
Q1 		$363K Buy
+15,300
New +$362K 0.01% 1210
2023
Q4 		– Sell
-16,229
Closed -$475K – 2199
2023
Q3 		$475K Buy
16,229
+10,043
+162% +$361K 0.02% 1045
2023
Q2 		$278K Buy
+6,186
New +$236K 0.01% 1341
2023
Q1 		– Sell
-7,304
Closed -$203K – 2009
2022
Q4 		$203K Sell
7,304
-15,957
-69% -$423K 0.01% 1279
2022
Q3 		$545K Buy
+23,261
New +$743K 0.02% 864
2021
Q1 		– Sell
-7,100
Closed -$206K – 1247
2020
Q4 		$206K Buy
+7,100
New +$177K 0.04% 773

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