MeadowBrook Investment Advisors’s Surgery Partners SGRY Stock Holding History

MeadowBrook Investment Advisors’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	-10,280	Closed	-$218K	–	303
2024 Q4	$218K	Buy	10,280 +1,460	+17%	+$38.3K	0.19%	104
2024 Q3	$284K	Sell	8,820 -3,500	-28%	-$103K	0.26%	83
2024 Q2	$293K	Buy	12,320 +1,690	+16%	+$43.4K	0.28%	81
2024 Q1	$317K	Buy	10,630 +500	+5%	+$15.6K	0.3%	81
2023 Q4	$324K	Buy	+10,130	New	+$294K	0.31%	74

Other funds holding SGRY

BCI

Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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 New York $115B AUM 24.78% 1-Year Est. Return

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

MeadowBrook Investment Advisors's SGRY Position: Q1 2025 in Review

MeadowBrook Investment Advisors sold out of Surgery Partners (SGRY) in Q1 2025, closing a stake of 10,280 shares — an estimated $218K sold.

MeadowBrook Investment Advisors first reported a position in SGRY in Q4 2023 and held it in 5 quarters. The position peaked at $324K in Q4 2023. 208 funds tracked by Wall St. Rank hold SGRY as of Q1 2025.

MeadowBrook Investment Advisors reported no remaining Surgery Partners position as of Q1 2025 after selling out during the quarter.
MeadowBrook Investment Advisors sold 10,280 Surgery Partners shares in Q1 2025, an estimated $218K.
MeadowBrook Investment Advisors first reported a position in Surgery Partners in Q4 2023 and held it in 5 quarters.
MeadowBrook Investment Advisors's Surgery Partners position peaked at $324K in Q4 2023.
208 funds tracked by Wall St. Rank held Surgery Partners as of Q1 2025.

Based on MeadowBrook Investment Advisors's 13F filing for Q1 2025, filed 30 Apr 2025.