Mackenzie Financial
SGRY icon

Mackenzie Financial’s Surgery Partners SGRY Stock Holding History

Mackenzie 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
2025
Q1 		– Sell
-21,974
Closed -$465K – 1787
2024
Q4 		$465K Buy
21,974
+599
+3% +$15.7K ﹤0.01% 1207
2024
Q3 		$689K Buy
21,375
+1,376
+7% +$40.6K ﹤0.01% 948
2024
Q2 		$476K Buy
19,999
+662
+3% +$17K ﹤0.01% 1031
2024
Q1 		$577K Buy
+19,337
New +$605K ﹤0.01% 989
2022
Q2 		– Sell
-4,730
Closed -$260K – 1534
2022
Q1 		$260K Buy
+4,730
New +$234K ﹤0.01% 1184

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 $5.72T AUM 30.48% 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

Mackenzie Financial's SGRY Position: Q1 2025 in Review

Mackenzie Financial sold out of Surgery Partners (SGRY) in Q1 2025, closing a stake of 21,974 shares — an estimated $465K sold.

Mackenzie Financial first reported a position in SGRY in Q1 2022 and held it in 5 quarters. The position peaked at $689K in Q3 2024. 208 funds tracked by Wall St. Rank hold SGRY as of Q1 2025.

  • Mackenzie Financial reported no remaining Surgery Partners position as of Q1 2025 after selling out during the quarter.
  • Mackenzie Financial sold 21,974 Surgery Partners shares in Q1 2025, an estimated $465K.
  • Mackenzie Financial first reported a position in Surgery Partners in Q1 2022 and held it in 5 quarters.
  • Mackenzie Financial's Surgery Partners position peaked at $689K in Q3 2024.
  • 208 funds tracked by Wall St. Rank held Surgery Partners as of Q1 2025.

Based on Mackenzie Financial's 13F filing for Q1 2025, filed 7 May 2025.