Kennedy Capital Management’s Surgery Partners SGRY Stock Holding History

Kennedy Capital 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	$1.87M	Sell	156,622 -59,083	-27%	-$848K	0.04%	428
2025 Q4	$3.33M	Buy	215,705 +449	+0.2%	+$8.25K	0.07%	364
2025 Q3	$4.66M	Sell	215,256 -831	-0.4%	-$18.5K	0.1%	308
2025 Q2	$4.8M	Sell	216,087 -174	-0.1%	-$3.87K	0.11%	301
2025 Q1	$5.14M	Sell	216,261 -175,826	-45%	-$4.16M	0.12%	284
2024 Q4	$8.3M	Buy	392,087 +145,032	+59%	+$3.81M	0.18%	176
2024 Q3	$7.97M	Sell	247,055 -163,070	-40%	-$4.82M	0.18%	199
2024 Q2	$9.76M	Sell	410,125 -8,494	-2%	-$218K	0.21%	160
2024 Q1	$12.5M	Sell	418,619 -119	-0%	-$3.72K	0.26%	120
2023 Q4	$13.4M	Buy	418,738 +112,709	+37%	+$3.27M	0.29%	97
2023 Q3	$8.95M	Buy	306,029 +127,008	+71%	+$4.57M	0.22%	165
2023 Q2	$8.05M	Buy	179,021 +89,245	+99%	+$3.41M	0.19%	203
2023 Q1	$3.09M	Sell	89,776 -1,388	-2%	-$45.1K	0.09%	347
2022 Q4	$2.54M	Buy	91,164 +26,315	+41%	+$697K	0.07%	388
2022 Q3	$1.52M	Buy	64,849 +35	+0.1%	+$1.12K	0.04%	450
2022 Q2	$1.87M	Buy	64,814 +3,130	+5%	+$137K	0.05%	426
2022 Q1	$3.4M	Sell	61,684 -619	-1%	-$30.6K	0.08%	379
2021 Q4	$3.33M	Buy	62,303 +3,200	+5%	+$148K	0.07%	402
2021 Q3	$2.5M	Buy	59,103 +591	+1%	+$30.2K	0.06%	446
2021 Q2	$3.9M	Sell	58,512 -22,454	-28%	-$1.22M	0.08%	402
2021 Q1	$3.58M	Sell	80,966 -33,623	-29%	-$1.25M	0.07%	437
2020 Q4	$3.32M	Sell	114,589 -249,839	-69%	-$6.22M	0.08%	428
2020 Q3	$7.98M	Sell	364,428 -87,594	-19%	-$1.56M	0.23%	141
2020 Q2	$5.23M	Buy	452,022 +81,257	+22%	+$891K	0.15%	254
2020 Q1	$2.42M	Buy	370,765 +20,456	+6%	+$292K	0.09%	408
2019 Q4	$5.48M	Buy	350,309 +3,686	+1%	+$41.8K	0.13%	294
2019 Q3	$2.56M	Buy	346,623 +36,260	+12%	+$260K	0.06%	496
2019 Q2	$2.53M	Buy	310,363 +101,866	+49%	+$1.02M	0.06%	496
2019 Q1	$2.35M	Sell	208,497 -100,823	-33%	-$1.27M	0.06%	512
2018 Q4	$3.03M	Sell	309,320 -95,530	-24%	-$1.28M	0.08%	461
2018 Q3	$6.68M	Buy	404,850 +11,437	+3%	+$182K	0.12%	301
2018 Q2	$5.86M	Sell	393,413 -69,003	-15%	-$1.16M	0.11%	361
2018 Q1	$7.93M	Sell	462,416 -36,140	-7%	-$563K	0.15%	219
2017 Q4	$6.03M	Buy	498,556 +13,659	+3%	+$131K	0.11%	350
2017 Q3	$5.02M	Buy	484,897 +169,536	+54%	+$2.42M	0.09%	415
2017 Q2	$7.17M	Buy	315,361 +13,320	+4%	+$274K	0.14%	253
2017 Q1	$5.89M	Buy	+302,041	New	+$5.87M	0.1%	352