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SGRY icon

Principal Securities’s Surgery Partners SGRY Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-1,052
Closed -$22.8K – 3152
2025
Q3 		$22.8K Buy
1,052
+201
+24% +$4.48K ﹤0.01% 2350
2025
Q2 		$18.9K Buy
851
+20
+2% +$445 ﹤0.01% 2345
2025
Q1 		$17.6K Hold
831
– – ﹤0.01% 2274
2024
Q4 		$17.6K Buy
831
+464
+126% +$12.2K ﹤0.01% 2271
2024
Q3 		$11.8K Buy
367
+110
+43% +$3.25K ﹤0.01% 2360
2024
Q2 		$6.11K Buy
257
+126
+96% +$3.23K ﹤0.01% 2573
2024
Q1 		$3.91K Buy
+131
New +$4.1K ﹤0.01% 2682

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
KSCM
King Street Capital Management New York $328M AUM 0.61% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $14.1B AUM 58.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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