Morgan Stanley’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 | $12.1M | Sell |
1,012,177
-128,626
| -11% | -$1.85M | ﹤0.01% | 3408 |
|
|
2025
Q4 | $17.6M | Buy |
1,140,803
+143,620
| +14% | +$2.64M | ﹤0.01% | 3058 |
|
|
2025
Q3 | $21.6M | Buy |
997,183
+443,370
| +80% | +$9.89M | ﹤0.01% | 2810 |
|
|
2025
Q2 | $12.3M | Buy |
553,813
+195,440
| +55% | +$4.34M | ﹤0.01% | 3252 |
|
|
2025
Q1 | $8.51M | Sell |
358,373
-104,436
| -23% | -$2.47M | ﹤0.01% | 3487 |
|
|
2024
Q4 | $9.8M | Buy |
462,809
+17,349
| +4% | +$455K | ﹤0.01% | 3434 |
|
|
2024
Q3 | $14.4M | Sell |
445,460
-6,473
| -1% | -$191K | ﹤0.01% | 3117 |
|
|
2024
Q2 | $10.8M | Buy |
451,933
+61,099
| +16% | +$1.57M | ﹤0.01% | 3266 |
|
|
2024
Q1 | $11.7M | Sell |
390,834
-474,388
| -55% | -$14.8M | ﹤0.01% | 3213 |
|
|
2023
Q4 | $27.7M | Buy |
865,222
+620,593
| +254% | +$18M | ﹤0.01% | 3053 |
|
|
2023
Q3 | $7.16M | Sell |
244,629
-99,515
| -29% | -$3.58M | ﹤0.01% | 3426 |
|
|
2023
Q2 | $15.5M | Buy |
344,144
+232,079
| +207% | +$8.86M | ﹤0.01% | 2735 |
|
|
2023
Q1 | $3.86M | Sell |
112,065
-99,481
| -47% | -$3.23M | ﹤0.01% | 3986 |
|
|
2022
Q4 | $5.89M | Buy |
211,546
+14,936
| +8% | +$396K | ﹤0.01% | 3603 |
|
|
2022
Q3 | $4.6M | Buy |
196,610
+2,503
| +1% | +$79.9K | ﹤0.01% | 3766 |
|
|
2022
Q2 | $5.61M | Buy |
194,107
+16,710
| +9% | +$730K | ﹤0.01% | 3661 |
|
|
2022
Q1 | $9.77M | Buy |
177,397
+105,414
| +146% | +$5.21M | ﹤0.01% | 2928 |
|
|
2021
Q4 | $3.84M | Sell |
71,983
-65,349
| -48% | -$3.03M | ﹤0.01% | 3990 |
|
|
2021
Q3 | $5.81M | Sell |
137,332
-339,864
| -71% | -$17.3M | ﹤0.01% | 3513 |
|
|
2021
Q2 | $31.8M | Buy |
477,196
+22,352
| +5% | +$1.21M | ﹤0.01% | 1687 |
|
|
2021
Q1 | $20.1M | Buy |
454,844
+429,047
| +1,663% | +$15.9M | ﹤0.01% | 1906 |
|
|
2020
Q4 | $749K | Buy |
25,797
+12,598
| +95% | +$314K | ﹤0.01% | 4827 |
|
|
2020
Q3 | $289K | Buy |
13,199
+4,935
| +60% | +$87.7K | ﹤0.01% | 4920 |
|
|
2020
Q2 | $95K | Buy |
8,264
+5,795
| +235% | +$63.5K | ﹤0.01% | 5425 |
|
|
2020
Q1 | $16K | Sell |
2,469
-36,586
| -94% | -$521K | ﹤0.01% | 5889 |
|
|
2019
Q4 | $611K | Buy |
39,055
+31,862
| +443% | +$361K | ﹤0.01% | 4820 |
|
|
2019
Q3 | $53K | Buy |
7,193
+5,319
| +284% | +$38.1K | ﹤0.01% | 5705 |
|
|
2019
Q2 | $15K | Sell |
1,874
-2,567
| -58% | -$25.6K | ﹤0.01% | 6025 |
|
|
2019
Q1 | $50K | Sell |
4,441
-69,241
| -94% | -$872K | ﹤0.01% | 5663 |
|
|
2018
Q4 | $722K | Buy |
73,682
+8,320
| +13% | +$112K | ﹤0.01% | 4532 |
|
|
2018
Q3 | $1.08M | Buy |
65,362
+7,034
| +12% | +$112K | ﹤0.01% | 4478 |
|
|
2018
Q2 | $869K | Buy |
58,328
+16,581
| +40% | +$278K | ﹤0.01% | 4719 |
|
|
2018
Q1 | $716K | Buy |
41,747
+1,723
| +4% | +$26.8K | ﹤0.01% | 4778 |
|
|
2017
Q4 | $485K | Buy |
40,024
+13,958
| +54% | +$133K | ﹤0.01% | 4994 |
|
|
2017
Q3 | $270K | Buy |
26,066
+7,274
| +39% | +$104K | ﹤0.01% | 5211 |
|
|
2017
Q2 | $428K | Sell |
18,792
-6,743
| -26% | -$139K | ﹤0.01% | 4902 |
|
|
2017
Q1 | $498K | Sell |
25,535
-29,645
| -54% | -$576K | ﹤0.01% | 4836 |
|
|
2016
Q4 | $875K | Buy |
55,180
+48,641
| +744% | +$809K | ﹤0.01% | 4561 |
|
|
2016
Q3 | $133K | Buy |
6,539
+2,633
| +67% | +$48.4K | ﹤0.01% | 5197 |
|
|
2016
Q2 | $70K | Buy |
3,906
+1,780
| +84% | +$26.5K | ﹤0.01% | 5401 |
|
|
2016
Q1 | $29K | Sell |
2,126
-14,213
| -87% | -$220K | ﹤0.01% | 5807 |
|
|
2015
Q4 | $335K | Buy |
+16,339
| New | +$312K | ﹤0.01% | 4800 |
|
Other funds holding SGRY
BCI
PCM
KSCM
VPM
VCM