Redwood Investments’s Surgery Partners SGRY Stock Holding History

Redwood Investments’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	$1.8M	Sell	75,760 -1,122	-1%	-$26.6K	0.67%	56
2024 Q4	$1.63M	Sell	76,882 -1,614	-2%	-$42.4K	0.44%	67
2024 Q3	$2.53M	Sell	78,496 -18,187	-19%	-$537K	0.75%	39
2024 Q2	$2.29M	Sell	96,683 -1,525	-2%	-$39.1K	0.78%	44
2024 Q1	$2.89M	Sell	98,208 -16,155	-14%	-$505K	0.84%	51
2023 Q4	$3.66M	Sell	114,363 -232,425	-67%	-$6.74M	0.96%	39
2023 Q3	$10.1M	Buy	346,788 +237,970	+219%	+$8.56M	1.37%	32
2023 Q2	$4.9M	Buy	+108,818	New	+$4.15M	0.6%	59

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

Redwood Investments's SGRY Position: Q1 2025 in Review

Redwood Investments reduced its Surgery Partners (SGRY) stake by 1.5% in Q1 2025, selling an estimated $26.6K and leaving 75,760 shares worth $1.8M. The position accounts for 0.67% of the portfolio, ranked #56.

Redwood Investments first reported a position in SGRY in Q2 2023 and has held it in 8 quarters since. The position peaked at $10.1M in Q3 2023. 208 funds tracked by Wall St. Rank hold SGRY as of Q1 2025.

Redwood Investments held 75,760 shares of Surgery Partners worth $1.8M as of Q1 2025.
Redwood Investments sold 1,122 Surgery Partners shares in Q1 2025, an estimated $26.6K.
Surgery Partners made up 0.67% of Redwood Investments's portfolio in Q1 2025, its #56 holding.
Redwood Investments first reported a position in Surgery Partners in Q2 2023 and has held it in 8 quarters since.
Redwood Investments's Surgery Partners position peaked at $10.1M in Q3 2023.
208 funds tracked by Wall St. Rank held Surgery Partners as of Q1 2025.

Based on Redwood Investments's 13F filing for Q1 2025, filed 16 May 2025.