Ray Dalio
SGRY icon

Ray Dalio’s Surgery Partners SGRY Stock Holding History

Ray Dalio’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
Q3 		– Sell
-18,938
Closed -$451K – 912
2024
Q2 		$451K Buy
+18,938
New +$486K ﹤0.01% 760

Other funds holding SGRY

BCI
Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ray Dalio's SGRY Position: Q3 2024 in Review

Ray Dalio sold out of Surgery Partners (SGRY) in Q3 2024, closing a stake of 18,938 shares — an estimated $451K sold.

Ray Dalio first reported a position in SGRY in Q2 2024 and held it in 1 quarter. The position peaked at $451K in Q2 2024. 184 funds tracked by Wall St. Rank hold SGRY as of Q3 2024.

  • Ray Dalio reported no remaining Surgery Partners position as of Q3 2024 after selling out during the quarter.
  • Ray Dalio sold 18,938 Surgery Partners shares in Q3 2024, an estimated $451K.
  • Ray Dalio first reported a position in Surgery Partners in Q2 2024 and held it in 1 quarter.
  • Ray Dalio's Surgery Partners position peaked at $451K in Q2 2024.
  • 184 funds tracked by Wall St. Rank held Surgery Partners as of Q3 2024.

Based on Bridgewater Associates's 13F filing for Q3 2024, filed 13 Nov 2024.