R Squared’s Surgery Partners SGRY Stock Holding History

R Squared’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 Q1	–	Sell	-50	Closed	-$1.06K	–	1290
2024 Q4	$1.06K	Buy	+50	New	+$1.31K	﹤0.01%	1509

Other funds holding SGRY

BCI

Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

KSCM

King Street Capital Management New York $328M AUM 0.61% 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

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

R Squared's SGRY Position: Q1 2025 in Review

R Squared sold out of Surgery Partners (SGRY) in Q1 2025, closing a stake of 50 shares — an estimated $1.06K sold.

R Squared first reported a position in SGRY in Q4 2024 and held it in 1 quarter. The position peaked at $1.06K in Q4 2024. 208 funds tracked by Wall St. Rank hold SGRY as of Q1 2025.

R Squared reported no remaining Surgery Partners position as of Q1 2025 after selling out during the quarter.
R Squared sold 50 Surgery Partners shares in Q1 2025, an estimated $1.06K.
R Squared first reported a position in Surgery Partners in Q4 2024 and held it in 1 quarter.
R Squared's Surgery Partners position peaked at $1.06K in Q4 2024.
208 funds tracked by Wall St. Rank held Surgery Partners as of Q1 2025.

Based on R Squared's 13F filing for Q1 2025, filed 9 May 2025.