LC
SGRY icon

Lindbrook Capital’s Surgery Partners SGRY Stock Holding History

Lindbrook Capital’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
2025
Q1 		$10.2K Buy
430
+392
+1,032% +$9.28K ﹤0.01% 1643
2024
Q4 		$804 Sell
38
-95
-71% -$2.49K ﹤0.01% 2521
2024
Q3 		$4.29K Buy
133
+88
+196% +$2.6K ﹤0.01% 2073
2024
Q2 		$1.07K Sell
45
-65
-59% -$1.67K ﹤0.01% 2477
2024
Q1 		$3.28K Buy
110
+7
+7% +$219 ﹤0.01% 2070
2023
Q4 		$3.29K Sell
103
-6
-6% -$174 ﹤0.01% 2083
2023
Q3 		$3.19K Buy
109
+6
+6% +$216 ﹤0.01% 1961
2023
Q2 		$4.63K Hold
103
– – ﹤0.01% 1841
2023
Q1 		$3.55K Sell
103
-11
-10% -$357 ﹤0.01% 2001
2022
Q4 		$3.18K Buy
114
+44
+63% +$1.17K ﹤0.01% 2027
2022
Q3 		$2K Buy
70
+61
+678% +$1.95K ﹤0.01% 2135
2022
Q2 		$0 Buy
+9
New +$393 ﹤0.01% 2740
2019
Q2 		– Sell
-964
Closed -$10K – 1496
2019
Q1 		$10K Hold
964
– – ﹤0.01% 904
2018
Q4 		$9K Buy
+964
New +$12.9K ﹤0.01% 860

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
KSCM
King Street Capital Management New York $328M AUM 0.61% 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
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

Lindbrook Capital's SGRY Position: Q1 2025 in Review

Lindbrook Capital increased its Surgery Partners (SGRY) stake by 1,032% in Q1 2025, buying an estimated $9.28K and bringing the position to 430 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1643.

Lindbrook Capital first reported a position in SGRY in Q4 2018 and has held it in 14 quarters since. 209 funds tracked by Wall St. Rank hold SGRY as of Q1 2025.

  • Lindbrook Capital held 430 shares of Surgery Partners worth $10.2K as of Q1 2025.
  • Lindbrook Capital bought 392 Surgery Partners shares in Q1 2025, an estimated $9.28K.
  • Surgery Partners made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1643 holding.
  • Lindbrook Capital first reported a position in Surgery Partners in Q4 2018 and has held it in 14 quarters since.
  • 209 funds tracked by Wall St. Rank held Surgery Partners as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.