PCM
SGRY icon

Prelude Capital Management’s Surgery Partners SGRY Stock Holding History

Prelude Capital 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
2026
Q1 		$331K Sell
27,743
-35,000
-56% -$502K 0.03% 668
2025
Q4 		$969K Buy
62,743
+1,538
+3% +$28.3K 0.07% 320
2025
Q3 		$1.32M Sell
61,205
-2,734
-4% -$61K 0.1% 244
2025
Q2 		$1.42M Buy
+63,939
New +$1.42M 0.14% 182
2024
Q2 		– Sell
-10,423
Closed -$311K – 1493
2024
Q1 		$311K Buy
+10,423
New +$326K 0.02% 873
2016
Q4 		– Sell
-16,069
Closed -$325K – 1773
2016
Q3 		$325K Buy
16,069
+3,241
+25% +$59.5K 0.05% 416
2016
Q2 		$230K Buy
+12,828
New +$191K 0.04% 455
2016
Q1 		– Sell
-400
Closed -$8K – 1512
2015
Q4 		$8K Buy
+400
New +$7.64K ﹤0.01% 1278

Other funds holding SGRY

BCI
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
PCM
Pentwater Capital Management Naples, Florida $14.1B AUM 58.13% 1-Year Est. Return
KSCM
King Street Capital Management New York $328M AUM 0.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
BlackRock
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM