Los Angeles Capital Management
SGRY icon

Los Angeles Capital Management’s Surgery Partners SGRY Stock Holding History

Los Angeles 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 		$5.03K Hold
422
– – ﹤0.01% 2127
2025
Q4 		$9.35K Buy
+422
New +$7.76K ﹤0.01% 2108
2024
Q4 		– Sell
-19,174
Closed -$618K – 1232
2024
Q3 		$618K Hold
19,174
– – ﹤0.01% 802
2024
Q2 		$456K Sell
19,174
-1,950
-9% -$50K ﹤0.01% 882
2024
Q1 		$630K Buy
21,124
+3,720
+21% +$116K ﹤0.01% 809
2023
Q4 		$557K Buy
17,404
+8,259
+90% +$240K ﹤0.01% 838
2023
Q3 		$267K Buy
9,145
+359
+4% +$12.9K ﹤0.01% 989
2023
Q2 		$395K Buy
8,786
+169
+2% +$6.45K ﹤0.01% 927
2023
Q1 		$297K Sell
8,617
-574
-6% -$18.6K ﹤0.01% 1009
2022
Q4 		$256K Buy
+9,191
New +$243K ﹤0.01% 1085
2020
Q3 		– Sell
-41,055
Closed -$475K – 1510
2020
Q2 		$475K Buy
41,055
+8,648
+27% +$94.8K ﹤0.01% 1128
2020
Q1 		$212K Buy
32,407
+13,310
+70% +$190K ﹤0.01% 1155
2019
Q4 		$299K Buy
+19,097
New +$217K ﹤0.01% 1128

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