&Partners’s Surgery Partners SGRY Stock Holding History

&Partners’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	–	Sell	-6,530	Closed	-$211K	–	1673
2024 Q3	$211K	Buy	+6,530	New	+$193K	﹤0.01%	1282

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

&Partners's SGRY Position: Q4 2024 in Review

&Partners sold out of Surgery Partners (SGRY) in Q4 2024, closing a stake of 6,530 shares — an estimated $211K sold.

&Partners first reported a position in SGRY in Q3 2024 and held it in 1 quarter. The position peaked at $211K in Q3 2024. 182 funds tracked by Wall St. Rank hold SGRY as of Q4 2024.

&Partners reported no remaining Surgery Partners position as of Q4 2024 after selling out during the quarter.
&Partners sold 6,530 Surgery Partners shares in Q4 2024, an estimated $211K.
&Partners first reported a position in Surgery Partners in Q3 2024 and held it in 1 quarter.
&Partners's Surgery Partners position peaked at $211K in Q3 2024.
182 funds tracked by Wall St. Rank held Surgery Partners as of Q4 2024.

Based on &Partners's 13F filing for Q4 2024, filed 14 Feb 2025.