Marshall Wace’s Surgery Partners SGRY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $153K | Sell |
12,826
-17,988
| -58% | -$258K | ﹤0.01% | 2831 |
|
|
2025
Q4 | $476K | Sell |
30,814
-7,427
| -19% | -$137K | ﹤0.01% | 2257 |
|
|
2025
Q3 | $828K | Buy |
+38,241
| New | +$853K | ﹤0.01% | 2020 |
|
|
2025
Q2 | – | Sell |
-38,971
| Closed | -$926K | – | 3129 |
|
|
2025
Q1 | $926K | Buy |
+38,971
| New | +$922K | ﹤0.01% | 1819 |
|
|
2024
Q3 | – | Sell |
-27,060
| Closed | -$644K | – | 2942 |
|
|
2024
Q2 | $644K | Sell |
27,060
-24,168
| -47% | -$620K | ﹤0.01% | 1870 |
|
|
2024
Q1 | $1.53M | Buy |
+51,228
| New | +$1.6M | ﹤0.01% | 1479 |
|
|
2023
Q3 | – | Sell |
-89,985
| Closed | -$4.05M | – | 2685 |
|
|
2023
Q2 | $4.05M | Buy |
+89,985
| New | +$3.43M | 0.01% | 1115 |
|
|
2022
Q4 | – | Sell |
-375,466
| Closed | -$8.78M | – | 3450 |
|
|
2022
Q3 | $8.78M | Buy |
+375,466
| New | +$12M | 0.02% | 976 |
|
|
2020
Q1 | – | Sell |
-184,906
| Closed | -$2.89M | – | 2016 |
|
|
2019
Q4 | $2.89M | Buy |
184,906
+92,624
| +100% | +$1.05M | 0.02% | 700 |
|
|
2019
Q3 | $681K | Sell |
92,282
-30,695
| -25% | -$220K | 0.01% | 1027 |
|
|
2019
Q2 | $1M | Buy |
+122,977
| New | +$1.23M | 0.01% | 934 |
|
|
2019
Q1 | – | Sell |
-38,871
| Closed | -$381K | – | 2032 |
|
|
2018
Q4 | $381K | Buy |
+38,871
| New | +$522K | ﹤0.01% | 1182 |
|
|
2017
Q1 | – | Sell |
-126,995
| Closed | -$2.01M | – | 694 |
|
|
2016
Q4 | $2.01M | Sell |
126,995
-33,732
| -21% | -$561K | 0.01% | 635 |
|
|
2016
Q3 | $3.25M | Sell |
160,727
-11,511
| -7% | -$211K | 0.02% | 498 |
|
|
2016
Q2 | $3.08M | Buy |
+172,238
| New | +$2.56M | 0.03% | 497 |
|
Other funds holding SGRY
BCI
PCM
KSCM
VPM
VCM