Mesirow Institutional Investment Management’s Surgery Partners SGRY Stock Holding History

Mesirow Institutional Investment 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
2024 Q4	$14.3M	Buy	677,464 +77,603	+13%	+$2.04M	1.1%	38
2024 Q3	$19.3M	Buy	599,861 +82,894	+16%	+$2.45M	1.48%	9
2024 Q2	$12.3M	Buy	+516,967	New	+$13.3M	1.08%	44
2024 Q1	–	Sell	-3,388	Closed	-$108K	–	134
2023 Q4	$108K	Buy	3,388 +373	+12%	+$10.8K	0.01%	113
2023 Q3	$88.2K	Hold	3,015	–	–	0.01%	118
2023 Q2	$136K	Sell	3,015 -1,455	-33%	-$55.5K	0.01%	114
2023 Q1	$154K	Buy	+4,470	New	+$145K	0.02%	141

Other funds holding SGRY

BCI

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

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

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

BlackRock New York $5.72T AUM 30.48% 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

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

KSCM

King Street Capital Management New York $328M AUM 0.61% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mesirow Institutional Investment Management's SGRY Position: Q4 2024 in Review

Mesirow Institutional Investment Management increased its Surgery Partners (SGRY) stake by 13% in Q4 2024, buying an estimated $2.04M and bringing the position to 677,464 shares worth $14.3M. The position accounts for 1.1% of the portfolio, ranked #38.

Mesirow Institutional Investment Management first reported a position in SGRY in Q1 2023 and has held it in 7 quarters since. The position peaked at $19.3M in Q3 2024. 182 funds tracked by Wall St. Rank hold SGRY as of Q4 2024.

Mesirow Institutional Investment Management held 677,464 shares of Surgery Partners worth $14.3M as of Q4 2024.
Mesirow Institutional Investment Management bought 77,603 Surgery Partners shares in Q4 2024, an estimated $2.04M.
Surgery Partners made up 1.1% of Mesirow Institutional Investment Management's portfolio in Q4 2024, its #38 holding.
Mesirow Institutional Investment Management first reported a position in Surgery Partners in Q1 2023 and has held it in 7 quarters since.
Mesirow Institutional Investment Management's Surgery Partners position peaked at $19.3M in Q3 2024.
182 funds tracked by Wall St. Rank held Surgery Partners as of Q4 2024.

Based on Mesirow Institutional Investment Management's 13F filing for Q4 2024, filed 13 Feb 2025.