Parallel Advisors’s Surgery Partners SGRY Stock Holding History

Parallel 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
2026 Q1	$6.44K	Buy	540 +390	+260%	+$5.6K	﹤0.01%	2943
2025 Q4	$2.32K	Sell	150 -334	-69%	-$6.14K	﹤0.01%	3088
2025 Q3	$10.5K	Buy	484 +280	+137%	+$6.25K	﹤0.01%	2518
2025 Q2	$4.54K	Buy	204 +28	+16%	+$622	﹤0.01%	2779
2025 Q1	$4.18K	Buy	176 +26	+17%	+$615	﹤0.01%	2739
2024 Q4	$3.18K	Hold	150	–	–	﹤0.01%	2807
2024 Q3	$4.84K	Hold	150	–	–	﹤0.01%	2624
2024 Q2	$3.57K	Sell	150 -9	-6%	-$231	﹤0.01%	2630
2024 Q1	$4.74K	Hold	159	–	–	﹤0.01%	2542
2023 Q4	$5.09K	Buy	159 +5	+3%	+$145	﹤0.01%	2525
2023 Q3	$4.5K	Hold	154	–	–	﹤0.01%	2538
2023 Q2	$6.93K	Hold	154	–	–	﹤0.01%	2313
2023 Q1	$5.31K	Hold	154	–	–	﹤0.01%	2392
2022 Q4	$4.29K	Buy	154 +4	+3%	+$106	﹤0.01%	2399
2022 Q3	$4K	Hold	150	–	–	﹤0.01%	2410
2022 Q2	$4K	Buy	150 +132	+733%	+$5.77K	﹤0.01%	2374
2022 Q1	$1K	Buy	+18	New	+$890	﹤0.01%	2830
2020 Q2	–	Sell	-100	Closed	–	–	2694
2020 Q1	$0	Hold	100	–	–	﹤0.01%	2624
2019 Q4	$2K	Hold	100	–	–	﹤0.01%	2240
2019 Q3	$1K	Buy	+100	New	+$716	﹤0.01%	2319

Other funds holding SGRY

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

Pentwater Capital Management Naples, Florida $14.1B AUM 58.13% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

ClearBridge Investments

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM